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On today’s show, we discuss:
- At $2M per minute, treasuries mint cash like never before
- Cost of capital and capital allocation
- The new math of driving your car till the wheels fall off
- Consumers fed up with food costs are ditching big brands
- Long-predicted consumer pullback finally hits restaurants like Starbucks, KFC, and McDonalds
- US spending and incomes continue to grow a bit faster than before the pandemic – and that’s okay
- The US economy is already in a recession, and it’s following the same path as China by becoming reliant on debt, veteran forecaster says
- Young American’s wealth has soared since the pandemic
- BlackRocks Bitcoin ETF posts first day of outflows, leading record $563M exit from US spot products
- National home price growth this decade has already surpassed that of the entire 1990s and 2010s
- The bear case for housing
Listen here:
Recommendations:
- The Godfather of American Economy
- Rotten Tomatoes 300 best movies of all time
- Fallout
- Sugar
- The Great Wall
- Once Upon a Time
- Late Night with the Devil
- Hereditary
Charts:
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