<p>In this episode of Bubble Trouble, hosts Richard Kramer and Will Page return with guest Dror Poleg, an expert in real estate and economic history. They discuss the volatility expected in 2025, reflections on the work-from-home trend, and the dynamic interplay between geopolitics and everyday life. With insights into real estate bubbles, economic predictions, and the evolving nature of productivity, Dror offers a deep dive into how technological advancements shape our physical and economic world. The conversation also covers topics such as the challenges in the housing market, defense spending, AI investment, and the impact of geopolitical shifts. This episode is packed with thought-provoking discussions and forecasts for the near future.</p><br><p>00:00 </p><p>00:00 Introduction</p><p>00:52 Part One</p><p>01:00 Guest Introduction</p><p>03:34 Real Estate Market Insights</p><p>06:15 Challenges in Urban Development</p><p>11:46 Rethinking Productivity and Inequality</p><p>19:38 Future of Work and Education</p><p>24:06 The Flaw of GDP and Productivity</p><p>24:23 Discussing the Book: Mismatch Between Economy and World</p><p>26:31 Part Two</p><p>26:49 Encouraging Success and Taxing It</p><p>28:47 Innovation and Public Investment Funds</p><p>33:33 US Government and Defense Spending</p><p>43:28 AI and the Future of Compute</p><p>46:48 Closing Thoughts and Upcoming Book</p><p>49:54 Credits</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
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