“My most contrarian belief: America, at some point over the next four years, will print at least one year of greater than 5% real GDP growth. I think productivity is going to go vertical because of AI and deregulation. I think there could be a world where this is the late '90s.”
Said Jan 4, 2025Deadline Dec 31, 2028All-In Podcast, '2025 Predictions with bestie Gavin Baker' (Most Contrarian Belief segment), January 4, 2025
Window runs through calendar 2028; no year of >5% US real GDP growth has been recorded so far, leaving 2026-2028 to resolve it.