Month: November 2025

Mike, Michael, and Tim open with a discussion of the missing economic data and what that means for understanding the current economy. Tim explains that while unemployment remains low and markets are strong, uncertainty looms because key government reports haven’t been released. Mike argues that the apparent strength is concentrated almost entirely in AI and…

Subscribe: Apple Podcasts | Spotify | Castbox | PocketCasts | Overcast Mike, Tim, and Michael open with the fifth week of the government shutdown, now poised to become the longest ever. Tim argues that while the disruption is real, the economic impact will be minor and short-lived, suggesting resolution will come after the elections. Michael…