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This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm

Jack Farley & Max Wiethe break down recent economic data on inflation and the labor market, the parade of positive earnings reports sending markets higher, and how this is representative of an economic expansion that is benefiting Wall Street while Main Street is left behind.

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Max on Twitter: https://x.com/maxwiethe

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

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YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

00:46 Financial Conditions Are Easy

01:48 Inflation Report (CPI)

04:02 Market Strength (Wall St.) vs Economic Weakness (Main St.)

10:13 Earnings Expectations: Priced for Perfection?

16:13 Fiscal AI

17:36 Are We in a Bubble?

22:12 AI CapEx Trends

25:42 AMZN and Earnings Season Losers

30:38 What’s Up Next Earnings

33:11 The New BLS and Labor Market Data

38:12 Market Complacency and Long-term Predictions

42:46 What’s in the Portfolio of “Super Investors”

Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness

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