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Kevin Bryan argues that financialization and so-called 'neoliberal policy' in the U.S. enable large global pools of capital to be directed towards high-value opportunities.
He suggests this dynamic contributes to the rapid buildout of artificial intelligence infrastructure and that if significant productivity gains are ultimately realized, the results may be viewed as strong validation of these economic policies.
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Bryan has previously argued that limited housing supply in potential boomtowns is restricting economic opportunities for young people in Western countries. In another analysis, he identified policy errors as a factor in low early-stage investment returns in Canada. His recent comments add context to ongoing debates over the impact of capital allocation and economic policy.