# Olivier Blanchard

Top podcast episodes
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Rethinking Fiscal & Monetary Policy Post-COVID | Markus Academy | Ep. 69

Follow the link for the full summary:https://markusacademy.substack.com/p/rethinking-fiscal-and-monetary-policy  Explore the webinar series:https://markusacademy.substack.com/archive On June 2, 2021, Olivier Blanchard joined Markus' Academy for a talk on rethinking fiscal and monetary policy post-C…

What Apple (AAPL) Must Prove to Justify a $5 Trillion Valuation

Olivier Blanchard breaks down what Apple (AAPL) must deliver in its earnings report to support its $5 trillion valuation and maintain investor confidence. He explains why the company’s capital-light approach to AI may be a competitive advantage and examines how Apple’s new upgrade leasing program c…

Strengths to Watch in SMCI Earnings & Comparisons to DELL

Olivier Blanchard says he is "expecting good things" from Super Micro (SMCI) earnings Tuesday. He sees the company's HPC revenue and DLC technology as the crux to what he expects will be a strong report. When it comes to the company's backlog, Olivier will watch to see how the company can deliver o…

Will AI Really Take Your Job? The Hype vs. Economic Reality | Utilizing AI Episode 40

Although we are bombarded by headlines suggesting that AI will decimate the global workforce, the likely scenario is far more nuanced. This episode of Utilizing AI brings Nick Patience, AI Platforms Practice Lead, and Olivier Blanchard, Devices Research Director, of the Futurum Group to discuss th…

Paul Bekaert | Why Europe Is Falling Behind America: Capital, Innovation and the Cost of Fragmentation

In the 21st episode of The European Republic, our host Nikodem Skrobisz speaks with Paul Bekaert, co-host of EU Made Simple and a former Goldmann Sachs analyst who now writes about European economics and finance on his Substack. The conversation focus on a the topic, that today is under-discussed i…

Jared Bernstein on Debt

Owing to a technical snafu, this transcript will b rougher than usual. Transcript PK So hi, everyone. Paul Krugman talking with Jared Bernstein, formerchief economist, head of the Council of Economic Advisors under Joe Biden. Before we get going: What are you doing now, Jared? JB I’m a policy fell…

The AI Proliferation Dilemma: Open-Weights, Data Sovereignty, and LTS Models | Utilizing AI Episode 43

When cutting-edge AI capabilities shift overnight from exclusive enterprise clouds to permissive open-weights models accessible to anyone, IT leaders are left navigating a chaotic landscape of unprecedented power and heightened security risks. In this episode of Utilizing AI, hosts Stephen Foskett…

Are Tech Companies Forcing AI Features Nobody Asked For? | Utilizing AI Episode 46

We are surrounded by new AI-powered devices, many of which seem to have been designed without much thought given to their impact on society. This episode of Utilizing AI features host Stephen Foskett, Olivier Blanchard, and Guy Currier of The Futurum Group discussing the way companies are bringing…

The $1.5 Trillion AI Leap of Faith: Are We Investing in the Wrong Future? | Utilizing AI Episode 47

Society is pouring over $1.5 trillion into artificial intelligence, but are we taking a massive leap of faith on a promise that may never deliver? In this episode of Utilizing AI, Stephen Foskett, Olivier Blanchard, and Guy Currier of The Futurum Group to pull back the curtain on the true cost of …

Blanchard: "No Reluctance" in iPhone Duo Preorders, Siri AI Will Lead Future Growth

Apple (AAPL) says preorders for iPhone Duo sold out within minutes, something that gives Olivier Blanchard confidence that there's "no reluctance" in people buying Apple products despite the steep price tag. While he expects to see softness in iPhone 18 sales, he doesn't see it as an overhang for e…