Episode Details

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Market performance & interest rate outlook – 03:40

Federal Reserve rate cut expectations & jobs report impact – 09:55

Government shutdown risk (Feb 2026) – 12:50

Supreme Court rulings on tariffs & Fed authority – 14:00

Fed Chair transition & political influence on policy – 15:30

Rate cut expectations vs. Wall Street consensus – 17:50

USMCA trade review & supply chain impacts – 18:45

Auto tax incentives & consumer stimulus – 20:45

2026 midterm election risks – 22:40

AI infrastructure & data center investment – 25:50

Community resistance to data centers – 28:40

Energy demand, grid upgrades & nuclear – 30:10

Defense spending & aerospace opportunities – 31:50

Supply chain resilience & nearshoring – 32:50

M&A activity outlook – 33:15

Bond market volatility & safe-haven assets – 34:50

Earnings growth expectations for 2026 – 35:40

K-shaped consumer spending trends – 36:40

China–Taiwan geopolitical risk – 39:30

Market technicals & compression signal – 41:50

2025 asset class performance review – 44:30

Dollar strength & international investing risks – 46:00

Earnings season timeline & volatility – 49:50

Visa & MasterCard as consumer spending indicators – 51:40