What podcasts say about Peter Orszag
Every statement, with the speaker, the exact quote and the moment it was said.
What Peter Orszag has said on podcasts
9 statements · 5 positive · 4 negative
The economy will experience recurring new supply shocks.
“There are going to be continual new supply shocks.”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 17:06
The economy has entered a higher-rate era with renewed bond-market discipline.
“I think we are in a new era in which... Frankly, the bond vigilantes are coming back.”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 17:59
AI infrastructure investment may equal roughly 3–3.5% of GDP.
“the build-out is massive, maybe 3%, 3.5% of GDP investment”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 18:22
Debt-financed AI investment creates greater financial-distress risk than commonly recognized.
“I do think the risk of financial distress in this ecosystem is higher than people appreciate”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 18:53
Children’s savings accounts should use automatic enrollment.
“if you're going to set up something for kids, it's better to auto-enroll them.”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 20:09
Social Security and Medicare financing problems require policy action.
“Both Social Security and Medicare have looming problems associated with their financing. They will have to be addressed.”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 20:42
Technology will allow Lazard to operate with smaller deal teams.
“The technology will enable us to make the deal teams leaner”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 22:03
Lazard should eliminate inefficient late-night work by junior bankers.
“crucial moment for us to weed out all of that inefficiency sitting around at 2 a.m. for no reason.”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 22:53
New technology can improve training for junior bankers’ valuable skills.
“The new technology is opening up all sorts of opportunities for us to be able to, again, cultivate the skill sets that we think are valuable”
Open the episode · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsListen at 23:52
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.