On this week’s episode we discuss the $1 trillion credit card debt number and why that doesn’t matter, Andy Jassy’s 3 layers to generative AI and LLMs, forecasted AI investment over the next 3 decades, what could cause interest rates to continue higher, July CPI and shelter inflation, the continuously crazy jobs market, and how American’s home equity may keep the economy afloat.
Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics.
Subscribe to the Weekend Reads
Become a client of Fjell Capital
Stocks
Disney report earnings
The stock market is at it’s 10th best start EVER
Layers to LLMs
AI investment forecast to approach $200 billion globally
LK-99, what is that?
Economy
Why rates may go higher
Credit card debt sets new record at $1 trillion, and it doesn’t mean anything
It’s inflation, but it’s different
Where Is Shelter Inflation Headed?
Jobs are still hot, but less hot
Housing
Americans are sitting on a ton of home equity
