The Uncertainty Bends

This week’s episode explores The Uncertainty Bends™—a not-so-scientific condition where markets, like vacationers, decompress too fast and suffer the consequences. With consumer confidence plunging, discretionary spending slowing, and the Fed stuck between inflation and recession fears, signs point to growing instability.

We unpack:

• The latest on interest rates and consumer behavior

• Why sentiment may be flashing recession signals

• What’s driving economic uncertainty—and how long it could last

Also, somehow this marks 5 years of podcasting unfiltered, occasionally accurate, and questionably useful economic insights. Thanks for listening (and surviving) with us!