Aahan Menon

The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market

Aahan Menon discusses the shifting macro landscape, highlighting a concerning divergence between strong AI-driven GDP and weakening labor markets, while explaining why long-term economic forecasts and rate-of-change predictions often fail to generate meaningful investment returns.