The Economy Looks Fine. Why Doesn’t It Feel Fine?
Topics discussed
Introduction: The state of the U.S. economy and panel introductions
Sponsor message: Odoo business software
Consumer sentiment: Why Americans feel pessimistic despite data
The housing affordability crisis and supply constraints
Federal Reserve independence and political pressure from Trump
Government innovation and rebuilding public trust
Sponsor messages: Gusto payroll and Groons wellness
Sponsor message: Odoo business software
Tariffs, trade policy, and the economic impact of the Iran war
Immigration policy, TPS, and labor market shortages
Sponsor messages: Eleven Labs, Verizon, and Odoo
AI investment, job displacement, and the 'wealth effect'
Financial fragility: AI bubble risks and shadow banking
Conclusion: Political economy, inequality, and final thoughts
Listen ad-free on Castria