In the highly anticipated season 5 opener, the guys are joined by Claudia Sahm, Chief Economist at New Century Advisors and architect of the famous “Sahm Rule.” Claudia provides her thoughts on the resilience of the US economy, key elements to be aware of on the unemployment and inflation fronts, Fed rate expectations and whether we are at risk of a policy error, and why she remains cautiously optimistic for 2026.
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