Economist Lauren Saidel-Baker from ITR Economics shares her alarming predictions about an impending depression by 2030, driven by government actions rather than traditional market failures. She discusses immense investment opportunities arising from the predicted downturn and explores the fluctuating housing market and rising interest rates. Additionally, Lauren highlights the impact of labor shortages and AI on productivity, as well as the implications of geopolitical conflicts on the U.S. economy. Prepare for significant changes as we navigate these economic shifts!

Alison Williams, a Senior Analyst at Bloomberg Intelligence focusing on global banks, and Lauren Saidel-Baker, an Economist at ITR Economics, join the discussion. They delve into the recent easing of the Consumer Price Index (CPI) and its implications for bank earnings. A strong performance from major banks like JP Morgan and Citigroup is highlighted, alongside an analysis of inflation trends and the rising costs of housing. The experts also explore the relationship between labor market dynamics and the potential impact of tariffs on overall economic conditions.

Lauren Saidel-Baker, an economist at ITR Economics, dives into consumer spending trends this holiday season, examining the impact of tax changes and Federal Reserve policies. Russel William Galbut, managing principal at Crescent Heights, shares insights on the South Florida real estate market, highlighting demographic shifts and infrastructure investments. The podcast also sheds light on the recent Starbucks worker strike, discussing its implications for labor rights and consumer dynamics, making for an engaging look at current economic challenges.

In this discussion featuring Alex Wolf from JPMorgan Private Bank, Saira Malik of Nuveen, and economist Lauren Saidel-Baker, the trio navigates the shifting dynamics of interest rates and their effects on global markets. They dive into how trade tensions influence supply chains and the emerging 'China Plus 1' strategy. Attention is given to tech trends, especially Nvidia's AI link, and Apple's stock potential linked to its upcoming iPhone launch. Economic challenges and the implications of immigration policies also round out this insightful conversation.

Lauren Saidel-Baker, an economist from ITR Economics, discusses the latest U.S. PCE data and its implications for the economy. Tom Schoenberg tackles the accusations against short-seller Andrew Left, exploring the legal ramifications. Steven Major sheds light on bond market dynamics amid rising yields. Nathan Dean analyzes the aura surrounding Kamala Harris’s presidential campaign, weighing political strategies against economic conditions. Each guest brings unique insights, connecting finance and politics in a fascinating discussion.