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Energy Shortages Spread, AI Spending Surges, and Layoff Fears Rise

Energy disruptions are starting to ripple across the global economy.

Chuck Zodda and Mike Armstrong break down early signs of fuel shortages, including warnings about jet fuel in Europe and rolling blackouts abroad.

Also covered:

Why energy constraints are beginning to hit airlines and supply chains

A surge in corporate AI spending—and what it means for hiring

Why headline layoffs may be misleading despite big announcements

What earnings season is signaling about demand and growth

The risks markets may be underestimating in the weeks ahead

From energy to AI to labor trends, this episode…

The skinny

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