
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Books, people, and resources mentioned in this episode.

The great decoupling

Big banks fare well in this rocky economy

Consumer confidence slides to 12-year low

Where we're at with tariffs and inflation

Manufacturing boomed in July. Thank all that AI money

"Resilience" is the word of the week
From other shows on similar topics.

Everything in Markets Is Now Moving Incredibly Fast
Odd Lots

Disney Goes to War Against the FCC & People Can “Rent Now, Pay Later”
Morning Brew Daily

The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky
Better Offline

The Economy Is Stronger Than You Think—And Worse Than You Think
Morning Wire

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
All-In with Chamath, Jason, Sacks & Friedberg

Hormuz Blockade + RAMageddon AI Data Center WAR | PBD #777
PBD Podcast
Free AI-powered recaps of Marketplace and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.