This week Wheeler and Colin open with a conversation about inflation — what it actually costs to travel in Vegas and California right now, why broad inflation numbers don't tell the full story, and how the experience varies dramatically depending on income. It's a grounded setup for everything that follows.

From there they get into the week's biggest stories. Big tech collectively spent $630 billion on AI infrastructure in Q1 alone, and the build-out shows no signs of slowing — even as data centers face growing pushback from communities that don't want them nearby. New Hampshire is already seeing that tension play out politically. SpaceX completed the largest IPO in history and surpassed Amazon and Microsoft in market cap within days of trading, but with only 5% of the company available in the market, Wheeler and Colin break down what that number actually reflects and what it doesn't.

They turn to the Fed next — what Kevin Warsh is likely to do on rates, why the market has shifted from pricing in cuts to pricing in a potential hike, and how the situation in the Strait of Hormuz is complicating every macro forecast on the table. The episode wraps with two personal finance stories worth paying attention to: the American savings rate just fell to its lowest point since 2022, and private assets are being quietly added to 401(k) plan menus. Wheeler and Colin dig into what that shift in private credit means for the average investor and why they're skeptical of it.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell