On this week’s episode we discuss the $1 trillion credit card debt number and why that doesn’t matter, Andy Jassy’s 3 layers to generative AI and LLMs, forecasted AI investment over the next 3 decades, what could cause interest rates to continue higher, July CPI and shelter inflation, the continuously crazy jobs market, and how American’s home equity may keep the economy afloat.
Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics.
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Stocks Disney report earnings The stock market is at it’s 10th best start EVER Layers to LLMs AI investment forecast to approach $200 billion globally LK-99, what is that? Economy Why rates may go higher Credit card debt sets new record at $1 trillion, and it doesn’t mean anything It’s inflation, but it’s different Where Is Shelter Inflation Headed? Jobs are still hot, but less hot Housing Americans are sitting on a ton of home equity