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Index/Startups & Founders/The Puck: Venture Capital and Beyond
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Ep. 126: Jason Furman

The Puck: Venture Capital and Beyond · 2026-07-28 · 43 min

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Episode notes

Harvard economist and former Obama CEA Chair Jason Furman joins Jim to unpack the risks hiding beneath a strong economy - from a potential Strait of Hormuz oil shock, to whether AI valuations are a bubble (and if so, dot-com or housing-crash style), to why private credit could be the market's biggest blind spot. Plus: the 6%-of-GDP deficit, the "Goldilocks" pace of AI growth, and Furman's #1 worry for the economy.

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