A cast of hawkish central bankers
Summary
Kyle Riddell interviews Wendy Edelberg on the resilient yet strained US economy, debating whether the Fed will hike rates amid sticky inflation and geopolitical risks. The episode covers a global hawkish shift as the ECB and BOJ raise rates, while the dollar strengthens. It also examines the rise of the "subscription economy" and household debt, the impact of record-high diesel prices on inflation, and the massive AI-related debt burden facing major tech firms.
Topics discussed
Sponsorships: Pega and Century Insurance
Marketplace intro: Economic outlook and rising costs
Interview with Wendy Edelberg on Fed and economy
Global central banks and hawkish rate hikes
US Dollar strength and Fed rate hike impact
The subscription economy and household debt
Market numbers: Stocks and bonds recap
Sponsorships: Pega, Odoo, UIUC, Dell
Diesel prices and price elasticity of demand
Adventures in Housing: Living in a tiny home
AI debt and market forces on tech companies
Sponsorship: Think Big Buy Small podcast
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