Adam Tooze discussed AI regulation, arguing that AI sits on a knife-edge between transformative success with extreme social consequences and a less transformative outcome that would expose a major market overvaluation 14. He analysed Germany’s AfD through economic insecurity, migration and security concerns, and discussed Marxist historian Eric Hobsbawm’s emphasis on crises, totality, production and labour 213536. He also debated Michael Pettis over whether US fiscal policy responds to trade-related unemployment and whether Chinese savings and US deficits reflect a coherent adjustment mechanism 434448.
On the record
last 30 days · 4 positionsLatest positions
- ATAdam ToozeBullish on debt US debt levels are rising as the monetary system and Wall Street flex to fill the gap. “debt levels rising on the US side as @Vinodh_Rag has helpfully spelled out” Open the post Hi @michaelxpettis thanks for this excellent exc… · 4 Sept
- ATAdam ToozeRisk easing on debt The rising debt stocks are not inherently unsustainable, though they demand more balancing and redistribution. “These debt stocks are not inherently unsustainable but they require more and more “balancing” and redistribution” Open the post Hi @michaelxpettis thanks for this excellent exc… · 4 Sept
- ATAdam ToozeRisk rising on Wall Street Stress on the Wall Street-Fed nexus is mounting, as seen in the Bessent v. Warsh episode. “more and more stress on the Wall Street Fed nexus hence Bessent v. Warsh etc” Open the post Hi @michaelxpettis thanks for this excellent exc… · 4 Sept
- ATAdam ToozeAgainst on Washington Tooze argues Washington's deficit expansion was not driven by domestic macroeconomic balance or offsetting inflows from China, rejecting that rationale. “Yes, Washington has expanded the deficit, but it surely has nothing to do with domestic macroeconomic balance, let alone the need to offset any inflow from China.” Open the post In my view our difference can be sharpened by lo… · 3 Sept
Their output
75 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Cameron Abadi 4 mentions
- Ben Carlson 4 mentions
- Brad Setser 3 mentions
- Reena Ninan 3 mentions
- David Boris 2 mentions
- Michael Pettis 1 mention
What they talk about
- US 13 items
- China 9 items · disputed
- Germany 8 items
- Michael Pettis 7 items
- Donald J. Trump 6 items
- Cameron Abadi 4 items
- Ben Carlson 4 items
- Brad Setser 4 items
See what your own voices say about Adam Tooze, every morning.
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