Got beef?
Aug 18, 2026 · 25m
Summary
Marketplace examines rising 30-year bond yields driven by fiscal concerns and AI borrowing, alongside a frozen housing market impacting Home Depot. The episode covers mixed retail earnings, shrinking cattle herds affecting meat packers, and a cultural shift toward neutral colors in design. It concludes with Google acquiring Spirit Airlines' data for AI training.
Topics discussed
Intro and Odoo advertisement
Rising 30-year bond yields and global fiscal risks
Housing market slowdown and Home Depot earnings
Big retailers performing well despite consumer stress
Wyoming distillery navigates tariffs and freight costs
Market numbers and sponsor ads
Cattle herd shrinkage forces meatpacking plant closures
The 'color recession': Why everything is gray and beige
Google buys Spirit Airlines data for AI training
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