"The Apocalypse Doctor" optimistically believes that AI fever can counteract the risks of Trump.

This economist who rose to fame for accurately predicting the 2008 financial crisis now believes that artificial intelligence will usher in a new era of American exceptionalism, and is expected to help boost economic growth to a maximum of 4% before the end of the decade. He believes that the pace of productivity improvement has accelerated, and the benefits brought by artificial intelligence will offset the drag of tariffs, fiscal risks, and geopolitical shocks at a ratio of four to one. "Technology is the top level," Rubini said in an interview on Tuesday, "everything else, including geopolitics, is secondary." He said that technology should be able to drive about half of the potential 4% growth. And from "experience," the most damaging policies of the Trump administration, including limiting immigration and attacking the independence of the Federal Reserve, will have the biggest impact in dragging down economic growth by 50 basis points. Rubini said, "Technology will surpass tariffs."