YouSaid · the spoken record

Luigi Buttiglione

lines on the record: 52
first: 2026-03-04
most recent: 2026-03-04
sittings or episodes: 1
sources: podcast

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“I've been a little bit of a glob charter of economics because I started with academia, then I moved into central banking at the Bank of Italy in the European Central Bank, then investment banking. I was the chief economist of Berkeley's capital. Then I moved into hedge funds for 15 years where I was chief strategist of a number of those. The last one was Breban Howard. And then in the last eight years, eight years ago, I started this consultancy company. And basically for the first seven, eight years of history of this company, we have been dealing with major players. So the largest hedge funds, big banks, people that you know, and I'm sure that you speak about a lot of times, not too many, but now what we are doing, we're trying to broaden the spectrum of our audience and clients, trying to bring that kind of clients.”
2026-03-04 · Forward Guidance · The AI Productivity Boom Is Here | Luigi Buttiglione · IDENTIFIED FROM THE TRANSCRIPT
“Let's be clear. I definitely prefer one thing. I prefer the US thing. I think the US economy in the US market in terms of return is absolutely unbeaten. The history of the US of the last 40 years or the so-called exceptionalism, it has all to do with technology. This is one of those cases in which it matters to look at the so-called neutral rate. On these occasions, probability growth, as you said, skyrockets. So this means that the neutral rate most likely goes up quite a lot. I would not try to position the level of actual interest rates below the level of neutral interest rates. That would be a policy mistake which could be extremely expensive in the medium term.”
2026-03-04 · Forward Guidance · The AI Productivity Boom Is Here | Luigi Buttiglione · IDENTIFIED FROM THE TRANSCRIPT