The Ben Shapiro Show Ep. 2329 - Our Totally Schizophrenic Economy
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Dec 8, 2025 Despite a booming economy, Americans feel uneasy due to lingering inflation and affordability issues. The discussion highlights how strong market numbers contrast with public sentiment. Attention also turns to Trump's messaging on crime and affordability, while a fraud scandal within the Somali community raises eyebrows. Additionally, the future of Homeland Security Secretary Kristi Noem is in question, and recent pardons spark political controversy. Finally, a Supreme Court case on executive removal powers hints at broader implications for governance.
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Strong Macro Data Vs Public Unease
- The economy shows low unemployment, moderate inflation, and high stock indices despite public unease.
- Ben Shapiro suggests tech-driven investment and rate expectations help explain market optimism.
Valuations High Because Of Tech And Low Yields
- Stock valuations look rich by historical metrics like excess CAPE yield, reducing rewards versus bonds.
- Shapiro notes AI-driven investment and low real yields underpin elevated equity prices.
Prediction Markets Signal A Fed Cut
- Prediction markets shifted strongly toward an imminent Fed rate cut, implying more liquidity entering markets.
- Shapiro says such a cut would likely prop up stock prices and stabilize unemployment.