The Tech "Chill," EV Policy Shocks & The Weaponization of Global Capital
We analyze the critical disconnect in today's market signals. Is the U.S. economy facing a new recession? In this episode, we explore "The Chill" settling over the consumer and corporate sectors.
Key Topics Discussed:
The Labor Market Shift: Discussion on the 4% jobless rate in the tech sector and the "jobs recession".
The Visible Hand of Policy: How the removal of tax credits crashed Ford's EV sales by 60% and how new Cannabis scheduling is unlocking millions in corporate deductions.
Government Efficiency: The cost of downsizing the EPA and the projected $750M savings vs. political fallout…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.