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In this episode of Ed Elson’s newsletter, Simply Put, Ed breaks down what he thinks the Democrats must do with their newly won seats.

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Ed Elson is joined by Kathryn Anne Edwards to discuss what the midterm results reveal about the state of the economy and what voters were really expressing at the ballot box. They explore how Democrats can address some of the country’s biggest challenges, from affordability and housing to health insurance, inequality, and data centers. Kathryn also shares her views on wealth taxes, why prosecuting white-collar crime should be a priority, and what she believes the Democratic Party’s broader mission should be.

Kathryn Anne Edwards is a PhD economist and economic policy consultant. She has testified four times in front of Congress about economic policy. She also writes a weekly column on the economy for Bloomberg and is the host of the Optimist Economy podcast.

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Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to break down new data on how much businesses spent on AI in October, whether enterprise AI spending is starting to plateau, and what he expects from Anthropic’s IPO.

Chris McGuire is a senior fellow for China and emerging technologies at the Council on Foreign Relations. Ara Kharazian is the Lead Economist at Ramp.

You can find more information about Ramp’s data here

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Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the midterm results have changed his outlook on the economy. Finally, Ed shares his take on Anthropic’s new valuation.

Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. Gil Luria is the Head of Technology Research at D.A. Davidson.

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Ed Elson is joined by Ashley Gold to discuss how Washington may handle the news that Jensen Huang had an affair with an alleged Chinese spy. Then, Robert Armstrong returns to break down the massive volatility in the markets since the election, and also give his take on the scandal at Nvidia. Finally, Ed shares his take on the growing backlash against data centers.

Ashley Gold is Semafor’s senior tech policy reporter. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter.

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