Economic Reacceleration or Growth Scare? | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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I still see signs of this economy reaccelerating and just a mechanically weak labor market that I think is super noisy. The stock market is the economy because the economic growth is driven by high income earners. You can't have a recession with equities at all time high. You need the correction to have the recession.
I'm nervous. I think there's, again, this two speed economy, and so far, the exuberance of AI and the CapEx there has has kept the plate spinning. I don't know. I think I think the Fed cuts need to be accelerated, to really keep things going. I I'm a little nervous for potential growth scare here.
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We going hunting or something? What is Quinn wearing? What do we got here?
Sweet Auburn barbecue. It's this it's this really good restaurant in Atlanta. Some some BBQ.
Are you getting paid for that ad or what?
No. I should.
Man, I'm so Korean barbecued out after just three days in Korea. Like, that was it was good, but, man, that's an interesting
Did you have fried chicken?
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