David Bahnsen on Debt, AI, and What Actually Creates Value

In a moment defined by record debt levels, persistent inflation pressures, and accelerating AI disruption, business leaders face mixed signals and growing uncertainty about what truly drives long-term value. In this episode of the Infosys Knowledge Institute podcast, Jeff Kavanaugh speaks with David Bahnsen, founder and Chief Investment Officer of The Bahnsen Group, about how executives can cut through the noise by grounding strategy in economic fundamentals, disciplined capital allocation, and a human-centered understanding of markets. Bahnsen explores why inflation is often misunderstood and how AI is both transformative and overhyped. He also explains why short-term thinking undermines resilience, arguing that sustainable growth depends on principled leadership, accountability, and a clear focus on serving human needs rather than chasing headlines.