Episode
Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
- Published
- Aug 14, 2026
- Duration seconds
- 2816
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Summary
Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011 , he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associates, Moore Capital, Goldman Sachs, and Macquarie Bank. In this podcast, we discuss: The "Post-Cyclical" Economy The Reduction of Economic Friction Margins vs. Labour Share The Path to 10% Unemployment The "Lucas Tree" Multiple Problem Golden Age of Equity Investing The "55-Year-Old Man" Advantage Advice for Graduates: Atoms vs. Bits