Joe Zidle on AI's Hidden Inflation Risk and Why "This Time Is Different" Rarely Holds | In The Harbor #32

Joe Zidle built his career at the highest levels of macro strategy — Ned Davis Research, Merrill Lynch, Richard Bernstein Advisors, and nearly eight years as Chief Investment Strategist at Blackstone's Private Wealth Solutions business, working alongside and eventually succeeding the legendary Byron Wien. He started, unconventionally, in U.S. Army military intelligence.

Now running his own firm, Zidle Macro Strategy Group, Joe joins hosts Jason Johns and Scott Lindsay to talk through why the AI buildout is turning out to be inflationary rather than deflationary, the left-tail risks investors aren't pricing in, and what history's other revolutionary technologies tell us about where this one goes next. The conversation also covers his path through some of the most influential rooms in finance, what happened the last time he got a major call wrong, and why he still believes in private credit for the next decade.

In The Harbor is presented by Diag Partners, a staffing and recruiting firm based in Beverly Hills, MI.

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