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Jesús Fernández-Villaverde is a professor of economics at the University of Pennsylvania. Jesús returns to the show to discuss his rise on X, how to frame global demographic decline, the three accelerants of demographic decline, the role of housing in family size, how AI will play a role in global demographics, what we know about AGI, the question of dollar dominance, and much more. 

Check out the transcript for this week's episode, now with links.

Recorded on February 20th, 2026

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Timestamps

00:00:00 - Intro

00:07:22 - Demographics

00:39:28 - Artificial Intelligence

00:54:07 - Currency Dominance

01:03:20 - Outro