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Bretton Goods

50 Episodes
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I spoke to Pramit Bhattacharya an independent data journalist about India's statistical system. We talked about
How did Indian statisticians adapt their statistical methods to account for India's informal sector?
How are India's GDP numbers constructed?
Why it's so hard to outright manipulate GDP numbers
The case for optimism
I talked with Harry Law of the University of Cambridge and Google DeepMind about AI regulation
We talked about
Me vs Harry on open source AI regulation
Being humble when regulating AI
Why a "Manhattan Project for X" is overrated
I spoke with Derek Wong about the adaptive markets hypothesis, macro investing and investing in cryptocurrency markets
We talk about
Why investors should consider the financial markets as a complex adaptive system
How investing in China is very different from investing in the West
How he invests in crypto without fundamental anchors
I spoke with Devashish Dhar, the author of the excellent book India's Blind Spot which talks about India's urbanisation crisis and solutions to it. We talk about
Why does India have a much lower reported rate of urbanisation than the rest of the world?
Explaining the global bias against cities
“Extremely high levels of traffic is caused by poor land policy”
Why are there so many floods in Indian cities?
How to climate-proof Indian cities
“India’s biggest unfulfilled promise is local government”
and much more!
I interviewed one of the most interesting thinkers today, Tyler Cowen.
We talked about
Why there are such few Singaporean famous people
What Singapore can do to get more weird
Why he's sceptical of an AI-driven singularity
What happens to kids in a post-GPT world
What happens to public intellectuals in a post-GPT world
Why he's optimistic on Kenyan economic growth
And so much more!
I spoke to Rohit Krishnan the author of the blog Strange Loop Canon about why he is sceptical about the idea that AI will kill us all
We talked about
Why he’s sceptical of AI regulation proposals
Why AI “timelines” are not as meaningful as you think
AI deployment is harder than you think!
The value of incrementalism in AI policy
Why he thinks instrumental convergence is unlikely to happen
I spoke to Soham Sankaran who runs PopVax, an Indian mRNA vaccine company. Their goal is to build low-cost broadly-protective vaccines to protect against the entire sarbecovirus species. Read Soham's experience here (https://chronicles.popvax.com/p/three-meetings-and-six-million-funerals) as a complement to this episode. Also check out their jobs page (https://jobs.popvax.com/) for opportunities.
This episode includes
How he started PopVax and (went bankrupt in the process)
Why there hasn't been a successful Indian mRNA vaccine yet
Why developing countries can't afford drugs for rare diseases
What they're doing to fix it
Their biggest constraints
I talked to Dwarkesh Patel of the Lunar Society Podcast about many topics. We talked about:
Why do AI researchers and rationalists disagree about existential risk?
What would happen if Robert Moses ran San Francisco?
Is localism overrated?
What does Effective Altruism get right and wrong?
Which politicians would he like to interview
I talked to Faris Abdurrachman about Indonesia and it's nickel boom. We talked specifically about
Why Indonesia banned exports of raw nickel
Who gets the value from nickel exports
Indonesia's new sovereign wealth fund
I spoke to Kartik Akileswaran who runs Growth Teams - an initiative which helps build state capacity for economic growth in developing countries. We talked about
- Why implementation is a binding constraint for economic policy
- How industrial policy helps reduce information constraints for investors
- Underrated growth reforms
I talked to Anupam Manur, a professor of economics about India's trade policy before 1991. We talked about:
The scarcity mindset about foreign exchange reserves
The controversial 1966 devaluation
How did the pre-1991 import licensing system work?
“The financial account was almost non existent”
“Hindustan Motors and Toyota were set up at the same time but in 15 years Toyota sold 280 times the cars”
“Productivity growth was almost absent before 1991”
I spoke to Professor Richard Jones, about how science funding in the UK could improve. Some interesting questions we talked about are
“Penny wise, pound foolish” in science funding
Creating markets for technological advances
How he’d invest a billion £ to accelerate scientific innovation?
I talked to Tiago Santos, a diplomat, about his book Why Not Parliamentarism. Tiago and I explore some questions here
What makes parliamentary democracies superior to presidential ones?
The creeping presidentialisation of parliamentary democracies
The optimal rate of constitutional amendments
I talked to Amit Varma who runs one of my favourite podcasts - The Seen and the Unseen about politics, economics and public policy. We talked about
Libertarianism within the Indian canon
Cultivating your audience
Being a public intellectual
The differences between generations
I spoke to Jason Crawford of The Roots of Progress about the new movement of Progress Studies. We talked about
Building a culture of economic progress
Why are developed countries more averse to progress?
Is there a tradeoff between economic progress and existential risk?
What is the main constraint for the movement today?
I talked with Mayank Seksaria of Liberty Mutual Investments about investing on macroeconomic views. We talked about
Translating macro views into investing allocations
A bottom up view of the macroeconomy
Evaluating macro talent
Why does institutional research cost so much?
I spoke to Mary Childs who is the author of the exceptional book The Bond King. We talked about
How finance became an interesting profession
How do you build institutions that succeed at investing?
Can we automate the Fed?
Financial history being undervalued
I spoke to Steven Hamilton professor of Economics at George Washington University about Australian economic policy, and their upcoming elections. We talk about
Why was Australian COVID policy so strict?
Australia as a nation of prison guards
Economic issues of the Australian election
“Australia is a mine with a parliament”
Dutch disease in Australia
Swimming, intermittent fasting and other personal habits
What is the labour market like? What are the largest barriers in the labour market? Nathan Young and I spoke to economist Bryan Caplan about his new book Labor Econ Versus The World. We also talk about
Censorship and dictatorships
Bets he is willing to take
Malengo and international migration
DALLE-2 and writing graphic novels
The literature on education
Why he is not an experimental economist
The effect of AI on jobs
Bets Bryan is willing to take
No important disruption to the politics of countries where Ukrainian refugees immigrate
Poland will gain over 3x of the GDP Ukraine loses with regards to immigration
Less than 20% chance of humanity ending by 2100
Less than 60% chance that he will consider misaligned AI to be a problem in 20 years
If >5% of people immigrate to a developed nation there will be no civil wars
Upper bounds on religious fundamentalism in the EU
What are the odds that mainstream psychiatry accepts his view of mental illness?
Papers referenced in the podcast
Mankiw, Romer and Weil
Where has all the Education gone?
Eric Hanusheck on test scores and GDP
I spoke to David Manehim who works on reducing existential threats to humanity at the Technion. We talked about
The biggest threats to humanity
Preventing all future pandemics
Is working on X-risk even tractable?
How you can work on reducing existential risk
Very fun on an underrated topic!