The podcast discusses the impact of rising interest rates and reduced credit availability on the real estate market. The CEO of Howard Hughes Holdings provides insight into the challenges and opportunities faced by real estate developers. They explore the resilience of the housing market, the challenges of labor and material shortages, and the impact of rising rates and insurance prices on property prices and investment decisions.

Guest Tim Lee, a technology journalist and analyst, discusses the progress and challenges of self-driving cars, including training difficulties and the viability as a business model. The podcast explores the impact of insurers and regulatory barriers, as well as the benefits of self-driving cars such as reducing the need for parking space. It concludes with a sponsor segment featuring public.com and their offer of earning a 5.5% yield with six-month US Treasury bills.

Karen Karp, an expert in food supply chains, discusses the challenges of getting produce into New York City. Topics include the three main ways fruits and vegetables are brought into the city, the role of the Hunts Point distribution terminal, and improving the supply chain.

In this podcast, Hyun Song Shin discusses the shift from bank lending to bond-based borrowing and the risks lurking in the financial system. Topics include the potential stress events associated with leverage in the bond market, the role of emerging market central banks as buyers of their own government bond markets, and potential solutions to financial stability risks. The podcast also explores the integration of fiscal and monetary policies for financial stability and the challenges of navigating a global financial system centered on bonds.

Adam Posen, an expert in economics and international finance, warns about the dangers of Bidenomics and the misguided approach to domestic industrial policy. He discusses the risks of relying on semiconductors and green technology, as well as the perceived competitive threats from China. The podcast also explores the importance of understanding changes in the economy and the financing of technology. It concludes with a discussion on the challenges of fiscal policy and central banks in the face of economic conflict.

Barry Eichengreen, UC Berkeley economist, discusses the implications of rising government debt and explores topics like inflation, fiscal consolidation, political challenges, global savings surpluses, and the role of private investors in US treasuries. The podcast also covers the risks associated with high government debt and its potential impact on the financial system.

In this episode, the podcast explores the issues and volatility in the US Treasury market, including the reasons behind extreme shifts in the market, the role of the Federal Reserve, and potential risks. It also discusses the structure and dynamics of the global fixed income securities market, the analysis of liquidity and dealer balance sheet data, and the benefits and risks of central clearing in the US Treasury market. Additionally, it addresses challenges related to fiscal sustainability, inflation, and changing dynamics of trading in treasuries.

Economists discuss the surprising focus on low inflation and a robust labor market at Jackson Hole. They also touch on the accelerating economy and technology's role in leading America forward. Past conferences are discussed, including the 2005 one where a crisis was predicted. The impact of supply chain reshoring on inflation and the Fed's strategy are explored. Semiconductors and their role in expansion are also discussed.

In this special episode recorded in Jackson Hole, the hosts cover the Fed's annual symposium and share their thoughts on Powell's speech. They discuss current restrictions on inflation, their podcast show, contrasting interpretations of Powell's speech, the state of the housing market, fragmentation and fracture of the global economy, and the credibility of central banks in reaching a 2% inflation target.

Tractor Supply Co. is a successful retailer that has tapped into the hobby farming and rural living market. They have achieved rapid growth and strong brand loyalty. The podcast discusses Tractor Supply's unique retail strategy, their decision not to compete in home construction materials, their employee dedication and company strategy, their plans for the future, and explores the success of Viking cruise lines. It also explores Tractor Supply's gradual approach to expansion and potential implications of their growth strategy.