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 Conference
01:00 – Labor vs. inflation: why jobs matter more
02:52 – Inflation myths & the PCE surprise
03:40 – Tariff math 101: 14 and 9 explained
05:23 – Why consumers aren’t buying the fear
06:50 – Nvidia, Netflix & the resilient American spender
08:00 – AI's role in the future of lending
08:30 – Women’s sports bars are booming
09:15 – Live from the Mercedes-Benz Stadium in ATL
10:40 – Jobs week preview: light data ahead?
12:00 – Budget worries, tax cuts & inflation’s long game
14:20 – $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

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