Monthly episodes discussing this topic, 2025-03 to 2025-11.

Not enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank.

Kevin Paffrathhost61

The economy faces significant recessionary risks due to high debt levels and potential overvaluation of the AI boom.

“My base case is that we will see a modest recession in 2026. The headwinds for the US economy are just so strong and the vulnerabilities are that we've only had really two drivers and they could decelerate in the coming year.”

Meet Kevin · Nov 2025 · 1 episode · 72K views on this topic

Positions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.