AI Might Shrink the Economy—Here’s Why | Raoul Pal and Alex Gurevich @RaoulPalTJM
AI Might Shrink the Economy—Here’s Why | Raoul Pal and Alex Gurevich  @RaoulPalTJM
Uploaded February 2026 | Updated September 2026, 3 weeks ago
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⚪ Raoul Pal welcomes Alex Gurevich, founder and CIO at HonTe Investments, to discuss the second edition of his book, "The Next Perfect Trade." Raoul and Alex also explore how classic macro frameworks like risk parity and duration investing are colliding with a new era defined by AI, deflation, and massive liquidity responses. Recorded on January 19, 2026
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