Inflation, Tariffs, and What's Really Going On

🚨 Live from Sea Island and Atlanta, KP breaks down why inflation may be yesterday’s story—even as tariffs, jobs data, and political noise try to steal the spotlight.Despite tariff tantrums and political theater, inflation is cooling and consumer behavior is shifting. KP unpacks why the real inflation threat isn’t tariffs—but America’s $3.8T spending habits and softening labor productivity. The Fed’s next move? Don’t count on cuts just yet.From the “TACO trade” (Trump Always Chickens Out) to Nvidia’s $8B tariff beatdown, KP blends data and wit to help you see through the noise. Plus, a shoutout to AI in lending, the rise of women’s sports bars, and why watching Netflix still beats panic-buying imported steel.👇 What’s inside this episode:00:00 – Live from Sea Island, MBA Chairman’s Conference01:00 – Labor vs. inflation: why jobs matter more02:52 – Inflation myths & the PCE surprise03:40 – Tariff math 101: 14 and 9 explained05:23 – Why consumers aren’t buying the fear06:50 – Nvidia, Netflix & the resilient American spender08:00 – AI's role in the future of lending08:30 – Women’s sports bars are booming09:15 – Live from the Mercedes-Benz Stadium in ATL10:40 – Jobs week preview: light data ahead?12:00 – Budget worries, tax cuts & inflation’s long game14:20 – $1T+ in interest vs. defense spending: red flag?15:30 – Summer kicks off, school’s out, and KP’s still on the move👉 Follow the money, not the headlines: https://linktr.ee/kptalksdollarsandsense#KPOnTheMove #InflationMyth #TariffTalk #TACOTrade #BudgetBattle #JobsWeek #AIinLending #HousingMarket #MortgageInsights #FinancialLiteracy #KPTalks #WomenInSports #SummerEconomics #PCEWatch #SeaIslandToATL