The Macro Rollercoaster We’re All On - Ep. 103

What does Ayeh think about DOGE? There's a difference between efficiently knocking down a house and efficiently running a construction site. On this episode of Volala: Volatility is the Life of Our Party, we talk sustainable efficiency - opportunities for the government to save while considering the full economic toll of uncertainty– after we touch on the economic throughlines where uncertainty will impact bottom lines:🔹 Inflation ticking up hasramifications. We take a look at what’s driving the 3% CPI inflation rate, why it's expected to be sticky longer, potential tax cuts, and why high interest rates amidst tariff-driven inflation could result in stagflation. 🔹 The economy is re-re-re-readjusting after COVID, WFH, RTW, wars, and a new U.S. presidential administration. Where it lands depends on what risks take up our brainshare in the coming years.🔹 Trade policies are changing, but not everything is a crisis. We break down what tariffs, supply chains, and labor markets mean for small business owners, workers, retirees, investors, and entire industries—from agriculture to tech to transportation.🔹 Plus, AI ownership and control are up for grabs. We look at how AI policy is being shaped through tariffs, taxes, and even the Sovereign Wealth Fund Trump has floated.We’re still constructing a podcast that’s clear, engaging, and—dare we say—enjoyable. If you have feedback on what you’d like to see in future episodes, email us at [email protected]. #Macroeconomy #Inflation #Tariffs #EconomicTrends #Podcast #AI #TradePolicy #DOGE