Skanda Amarnath leads Employ America, offering insights on the economic landscape, while Neil Dutta from Renaissance Macro dives into market behaviors. Prediction markets expert Zvi Mowshowitz discusses electoral forecasts and volatility. Brad Setser from the Council on Foreign Relations shares thoughts on 'unhealthy globalization' and its implications for the next president. The conversation is rich with lively banter on U.S.-China relations, market dynamics, and the intersection of policy uncertainty and investment strategies as the nation braces for election results.

Skanda Amarnath, the Executive Director of Employ America, and Arnab Datta, Senior Counsel at Employ America, dive into the current debt ceiling crisis. They discuss how the Biden administration's shift from non-negotiation to bargaining has emerged just days before a possible default. Reflecting on the damaging 2011 standoff, they explore why past mistakes continue to influence today's political landscape. The conversation also highlights innovative approaches like perpetual bonds and critiques the effectiveness of the debt ceiling in dealing with economic realities.

Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, share their expert insights on the current economic landscape. They discuss the implications of surprising 3% GDP growth, potential slowdowns in consumer spending, and challenges in the housing market. The duo also examines inflation trends influenced by wage growth and energy prices while diving into the role of upcoming elections on economic forecasts. Their perspectives offer investors useful strategies for navigating uncertainty.

Skanda Amarnath, executive director of Employ America, and Omair Sharif, founder of Inflation Insights, dive into the complexities of inflation measurement. They discuss why the Federal Reserve prefers the Personal Consumption Expenditure (PCE) index over the more commonly known Consumer Price Index (CPI). The episode explores how methodological differences can lead to varied inflation readings and the challenges economists face in gathering accurate consumer spending data. The conversation sheds light on the quirks of inflation metrics and their real-world implications.

Skanda Amarnath, Executive Director at Employ America, and Rory Johnston, founder of Commodity Context, delve into the pressing issue of soaring oil prices. They discuss urgent strategies to boost oil supply, including the use of the Strategic Petroleum Reserve and innovative interventions like a buyer's cartel. The duo highlights the intricate relationship between oil prices and the economy, warning of potential recession risks from Federal Reserve policies. They also examine domestic refining capacity challenges and the geopolitical factors complicating the energy landscape.

Arnab Datta, an expert in infrastructure policy, and Skanda Amarnath, a macroeconomic policy specialist, dive into the role of the Strategic Petroleum Reserve (SPR) in stabilizing oil markets. They propose a novel idea: leveraging the SPR strategically to support American industry and manage oil price volatility. The discussion highlights the historical underutilization of the SPR, the impact of geopolitical events like the Russian invasion of Ukraine, and innovative strategies for future oil acquisitions. They also explore how intelligent policy advocacy can influence market dynamics.

Salacious Gossip Correspondent and Financial Shenanigans Correspondent draft worst Premier League contracts. Topics include financial regulations, sunk costs, high-cost players, and long-term contracts. Analyzing player performances, financial risks, and bad transfers in the Premier League.

Skanda Amarnath and Preston Mui from Employ America discuss U.S. disinflation debates, future Fed policy, and the upcoming framework review. They explore the impact of energy prices, trade-offs in the inflation debate, and the complexities of rate normalization. Critiques of the Federal Reserve's approach and communication are also discussed.

Skanda Amarnath, a debt ceiling solution expert, joins Krystal and Saagar to discuss the potential solution to the debt ceiling problem. Other interesting topics include the tumultuous DeSantis 2024 announcement, the Republican progress on the debt ceiling, Ukraine's involvement in drone attacks, a city's solution to rent nightmares, Biden's loss to China in the EV race, and challenges in the US housing market.

Skanda Amarnath, head of research at Employ America, and Mike Konczal, director at the Roosevelt Institute and author of "Freedom from the Market," delve into the potential end of the neoliberal consensus. They discuss the surprising willingness for increased fiscal stimulus as a response to economic challenges. The duo critiques the historical underpinnings of neoliberalism, while also exploring how recent shifts in policy are reshaping the economic landscape, emphasizing the importance of aligning fiscal strategy with public needs amidst evolving political dynamics.