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In this remote War Room session from Fort Worth, TX, Eric L. Dunavant is joined by Drew Brown, John Kowski (Monolith Group), Kristina Schuler, and Carson Rich (lead analyst) to break down wage growth, Fed policy, market volatility, digital assets, and global geopolitical developments.
This episode covers everything from fixed income strategy to how oil prices and war headlines may affect your portfolio — with common sense analysis and Kingdom-focused clarity.
⏱️ Timestamps
00:00 – Introduction from Fort Worth: Meet the panel
00:39 – Wage growth vs. inflation: Signs of strength?
01:42 – GDP forecast & Q2 rebound expectations
03:00 – Fed rate hold: What's the real motivation?
04:20 – John's take: Why the Fed is behind
05:48 – Do tariffs affect inflation metrics?
07:00 – What should the Fed actually do next?
09:00 – Housing market slowdown: What to watch
10:20 – Oil, bonds & global risks: Market shock absorbers
11:00 – Iran strike: Market drops, then rebounds
12:45 – Summer markets & “panic fatigue”
14:00 – Algorithmic trading vs. traditional summer slowdowns
15:30 – Oil spikes 10%: Domestic production impact
18:30 – West Texas oilfields coming back online
20:30 – Gas price forecast: Will consumers feel it?
22:00 – Stablecoins: Amazon & Walmart enter the game
23:50 – Visa, Mastercard, and the fee disruption
25:00 – Circle’s IPO surge: Should you care?
26:00 – Moody’s on-chain bond ratings via Solana
27:00 – 60% of Fortune 500 adopt blockchain
28:20 – Ethereum, Solana & business utility
29:00 – China & rare earths: Do we still need them?
31:00 – Middle East: Why Israel struck Iran
33:00 – Does Iran really have nuke capability?
35:00 – G7 support & what Putin said
36:00 – Russia's record drone strike on Ukraine
37:00 – LA ICE raids & National Guard reaction
39:00 – Divided response: Political stunts or real crisis?
41:00 – Nebraska plant raid: Did ICE go too far?
42:00 – Immigration system dysfunction & labor economics
44:00 – Trump vs Biden deportation numbers
45:00 – Meta’s nuclear energy deal for AI
46:00 – MIT’s sodium battery & electric aviation
47:00 – Global poverty drops below 10%
48:00 – Gratitude, capitalism, and abundance mindset
49:00 – Final thoughts & how to get the Rich Report
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