economic growth

7 statements across 7 episodes · 2 bullish · 3 bearish · 6 people on the record · first statement Sep 24, 2018 by Raphael Arndt · across every show →

Everything said about economic growth, oldest first

Sep 24, 2018 negative
Insight
Arndt: Populist Politics Detracts From Economic Growth and Drives Inflation
“And then we're also looking at things like geopolitics trade disputes and things like that, which populist politics in general is usually detractive from economic growth and inflationary.”
Raphael Arndt Sep 24, 2018 ▶ 22:44 Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Aug 24, 2020
Insight
Thomas: Discrimination Stifles Economic Growth for Entire Countries
“Why discrimination is not a problem just for people of color, But it actually retards the growth and economic vitality of our entire country and countries around the world.”
Shundrawn Thomas Aug 24, 2020 ▶ 50:38 Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)
Nov 8, 2021 bullish
Prediction Partly held up
Visser: US economy faces an elongated inflationary boom, not stagflation
“So I do believe instead of stagflation, this is an inflationary boom, meaning growth will stay on the higher side. The isms will stay up near 60 for an elongated period of time.”
Jordi Visser Nov 8, 2021 ▶ 31:06 Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Dec 19, 2022 bearish
Prediction Not checkable as stated
Marshall: The current economy will struggle to match 1990s GDP growth
“That's one of the biggest differences between now and the 19 nineties is that, yeah, you could have three percent inflation and four percent rates, but you also have three to four percent growth. And right now, we're gonna struggle to get that.”
Ana Marshall Dec 19, 2022 ▶ 45:01 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Feb 26, 2024 positive
Assertion Not checkable as stated
Milken: Over 50% of Economic Growth in Past 200 Years Stems From Public Health
“Most people don't realize when I'm there that the number one driver of economic growth in the last 200 years is public health and medical research, and so more than 50% of all economic growth can be attached to public health and medical research.”
Michael Milken Feb 26, 2024 ▶ 48:34 Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
Sep 1, 2025 negative
Insight
Arndt: Populist Politics Usually Drags on Growth and Drives Inflation
“Populist politics in general is usually detractive from economic growth and inflationary.”
Raphael Arndt Sep 1, 2025 ▶ 22:46 CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
Jul 13, 2026 neutral
Opinion
Moyo: After 250 years, economists still don't know what drives growth.
“After 250 years of Adam Smith, I don't think anybody has an answer. We swing back from more Karl Marx, more Keynes, more Hayek, more Smith, but when it comes down to we don't know what creates economic growth.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 10:13 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
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