Armando Lara-Millan | Substack
Armando Lara-Millan
Professor, UC Berkeley. I do political economy in sociology. For me that means studying changing markets and their enabling institutions, but in such a way that centers history, culture/knowledge, and power.
UC Berkeley Economic Sociology Lecture: The AI Bubble, Private Credit, and the Return of the Real Economy (Part 1)
The end of the high-growth internet sector, "pseudo safe-asset" data centers, accounting tricks, and the coming global liquidity shortfall..