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On episode 68 of The Real Eisman Playbook, Steve Eisman sits down with Torsten Slok, Chief Economist at Apollo, to break down just how dependent the U.S. economy has become on AI. Torsten walks through the K-shaped economy in detail, explaining why the top third of American consumers are doing fine while the bottom two-thirds are under severe and growing stress. They also discuss the Fed's impossible position, why Jerome Powell is unlikely to cut rates anytime soon, and what a slowdown in AI spending would mean for an economy that has become singularly dependent on it.
00:00 - Intro
01:30 - The Health & State of the US Economy
05:45 - The Fed Are Not Going to Cut Rates
07:56 - The AI Story is Dramatically Changing
14:00 - The K-Shaped Economy
22:02 - Private Credit
30:04 - Employment, AI, & Europe
41:25 - The U.S. Deficit
48:33 - China
49:47 - The Biggest Risks in the Market
53:15 - Outro
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