Episode Appearances
TBPN · May 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
“Published analysis disentangling AI economy growth (31%) from non-AI economy growth (0.1%)”
Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience
View AnalysisMarketplace · May 8, 2026
Who's getting those tariff refunds?
“Analyzed AI bubble dynamics and tariff impacts, cautioned on oil/Iran situation affecting growth”
April 2025 Jobs Report and Labor Market StabilizationAI Sector Bubble vs. Underlying Economic GrowthTech Industry Layoffs and Automation Impact
View AnalysisWSJ What’s News · Feb 13, 2026
Inflation Slowdown Is a Good Sign for the Economy
“WSJ Chief Economics Commentator discussing inflation data, tariff impacts, and Federal Reserve policy implications”
Inflation Measurement and TrendsTariff Economic ImpactFederal Reserve Monetary Policy
View AnalysisThe Journal. · Jan 6, 2026
Trump's 'Donroe Doctrine' on Foreign Policy
“Primary analyst discussing Trump's foreign policy shift and the 'Donroe Doctrine' concept throughout the episode”
Monroe Doctrine and historical U.S. hemispheric policyVenezuela intervention and Nicolás Maduro arrestPanama Canal territorial claims
View Analysis