History Doesn't Repeat, But It Rhymes

We begin this week by looking at inflation indicators like CPI, PPI, and tariffs. We also examine the impact of AI on employment, stagnation in the housing market, shifting consumer behaviors, and migration-altering taxation, and explore how these factors intertwine and influence the broader economic landscape.

Key Takeaways

[00:16] - Inflation Insights: CPI, PPI, Tariffs, and AI

[06:48] - History doesn't repeat, but it rhymes

[13:29] - Alcohol, nicotine, and subsidy-reliant industries

[19:04] - American housing/job mobility is stalling

[22:33] - Taxation trends and their effects on migration

View Transcript

Links

Roche: Tariffs can’t be a dominant factor in the inflation debate, yet

Goodbye, $165K Tech Jobs. Student Coders Seek Work at Chipotle

U.S. Drinking Rate at New Low as Alcohol Concerns Surge

The Financing Tool That Made Orsted a Wind Powerhouse Also Broke It

Nobody’s Buying Homes, Nobody’s Switching Jobs—and America’s Mobility Is Stalling

Blue States Hunt for Ways to Wring More Taxes From the Wealthy

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Doug Stokes

Greg Stokes

Stokes Family Office

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