The Next Economic Bubble Is Here

Is the artificial intelligence revolution keeping the entire economy afloat? This week on “Interesting Times,” Ross talks with Jason Furman, an economist from the Harvard Kennedy School and a contributing writer for Times Opinion, about how investors, policymakers and consumers should think about the boom — and potential bust — of the fastest growing segment of the American economy and look to past bubbles for answers.

• 01:12 - Okay, so are we in a bubble?
• 08:51 - Historical comparisons of past bubbles
• 12:45 - The case for an A.I. bubble
• 22:07 - The case against an A.I. bubble
• 29:44 - What if it bursts?
• 34:15 - The economic health of the Trump administration
• 45:08 - “I'm reasonably optimistic.”

(A full transcript of this episode is available on the Times website.)

Thoughts? Email us at interestingtimes@nytimes.com. Please subscribe to our YouTube Channel, Interesting Times with Ross Douthat.

Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.