Mar 9, 2026
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Jesús Fernández-Villaverde is a professor of economics at the University of Pennsylvania. Jesús returns to the show to discuss his rise on X, how to frame global demographic decline, the three accelerants of demographic decline, the role of housing in family size, how AI will play a role in global demographics, what we know about AGI, the question of dollar dominance, and much more.
Check out the transcript for this week’s episode, now with links.
Recorded on February 20th, 2026
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Timestamps
00:00:00 - Intro
00:07:22 - Demographics
00:39:28 - Artificial Intelligence
00:54:07 - Currency Dominance
01:03:20 - Outro