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Paul Kedrosky

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Paul Kedrosky is an economist, investor, writer, and researcher. He is a partner at SK Ventures, a co-founder of SimlaVita, and a research fellow at the MIT Initiative on the Digital Economy; he has also contributed regularly to CNBC and Bloomberg.

1 episode featuring Paul Kedrosky

Better Offline
AI spending props up growth while recession risks accumulate
The episode argues that AI infrastructure investment may be masking weak productivity while increasing exposure to debt, power constraints, and financial shocks.
Sep 23, 2026 · 1h 13m

Paul Kedrosky | PodLume