Episode 320 is a reminder that inflation isn’t a mystery and it definitely isn’t caused by your paycheck going up. This one cuts straight through the noise: tariffs aren’t “tough policy,” they’re a hidden tax, war risk isn’t some abstract headline, it’s an inflation accelerant, and the Fed is stuck trying to clean up a fiscal mess it didn’t create. While markets pretend everything is fine, corporate margins sit at historic highs, consumers keep spending, homeowners are insulated, and the cost quietly gets passed down the line. Wages get blamed, voters get distracted, and the money printer stays off-camera. Calm on the surface, pressure underneath... and a tariff time bomb sitting right in the middle of it all.

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🔗 Resources:

American consumers are bearing 96% of tariff costs, study finds (Morning Brew via Instagram)

Tariffs have raised $200,000,000,000 in revenue for the U.S., but… (Yahoo! Finance via Instagram)

Consumer sentiment up 2.5 points from December, but… (Yahoo! Finance via Instagram)

Elon Musk made his first appearance at the World Economic Forum in Davos (Yahoo! Finance via Instagram)

Citi’s CEO Jane Fraser warns staff in memo… (Business Insider via Instagram)

Starbucks jumps after U.S. sales rise for the first time in 2 years… (Yahoo! Finance via Instagram)

Rent concessions are on the rise in American Sunbelt cities… (Wall Street Journal via Instagram)

The ‘Inverse Cramer’ fund launched 3 years ago… (Join Autopilot via Instagram)

Studios’ share of the domestic box office in 2025 (CNBC via Instagram)

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Tariff Time Bomb: How War, Inflation & the Fed Are Setting Up the Next Market Shock