New Orleans is Heating. Inflation is Cooling.
Markets are hitting new highs, corporate earnings are growing rapidly and inflation continues to cool. Doug and Greg discuss why the economic backdrop remains strong and why today’s market looks very different from the tech bubble of the late 1990s.
They also dig into the very different ways Americans are experiencing inflation, from homeowners with low-rate mortgages to buyers facing today’s borrowing costs. From there, the conversation turns to the American traveler, the extraordinary spending power of U.S. households, and what packed airports and booming tourism might tell us about the economy.
Finally, they guys look at signs that the housing recession may be ending, how rising wealth could be allowing some Americans to retire earlier than expected, and whether cryptocurrency still has a long-term role or is simply waiting for its next speculative wave.
Key Takeaways
00:17 — Markets hit new highs as earnings surge
02:03 — Inflation is cooling
04:50 — Just how wealthy are Americans?
10:59 — Why it’s hard to to call this any sort of tech bubble
13:55 — Is the housing recession over?
15:15 — Rising wealth and early retirement
16:45 — Is cryptocurrency here to stay?
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