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.

00:00

00:00 Introduction

00:52 Part One

01:00 Guest Introduction

03:34 Real Estate Market Insights

06:15 Challenges in Urban Development

11:46 Rethinking Productivity and Inequality

19:38 Future of Work and Education

24:06 The Flaw of GDP and Productivity

24:23 Discussing the Book: Mismatch Between Economy and World

26:31 Part Two

26:49 Encouraging Success and Taxing It

28:47 Innovation and Public Investment Funds

33:33 US Government and Defense Spending

43:28 AI and the Future of Compute

46:48 Closing Thoughts and Upcoming Book

49:54 Credits

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Mapping the Terrain w/ Dror Poleg