Episode Details

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Warm-Up
- Torn Meniscus - that is what they say... now what?
- The beginning of UBI as a response from the AI boom?
- Black in packaging - byproduct of war
- Insights into consumer confidence reports

Markets
- Up up and away!
- New inflation data is in...
- The Circular Economy - Great chart....
- Some inflation facts
- From the TACO trade to the NACHO trade

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From TACO to NACHO
- Not A Chance Hormuz Opens
- - New phrase being used in the oil pits and trading floors

Life Support
- President Trump tells reporters that ceasefire with Iran is on "massive life support"; says Iran's peace proposal was a "piece of garbage"

Going to CHYNA
- President Donald Trump has invited executives from some of the biggest U.S. companies — including Tesla CEO Elon Musk, Apple CEO Tim Cook, BlackRock’s CEO Larry Fink and Boeing CEO Kelly Ortberg — to join his trip to China this week, according to a White House official.
- Also expected to join Trump’s delegation for meetings with Chinese President Xi Jinping are Blackstone’s Stephen Schwarzman, Cargill’s Brian Sikes, Citigroup’s Jane Fraser, Coherent’s Jim Anderson, GE Aerospace’s H. Lawrence Culp Jr., Goldman Sachs’s David Solomon, Illumina’s Jacob Thaysen, Mastercard’s Michael Miebach, Meta Platforms executive Dina Powell McCormick, Micron Technology’s Sanjay Mehrotra, Qualcomm’s Cristiano Amon and Visa’s Ryan McInerney, the official said, speaking on condition of anonymity because the list has not been announced.
- Jensen Huang supposedly not invited

Inflation Report Today
- Total CPI increased 0.6% month-over-month in April, a