This podcast episode explores the concerns about consumer behavior and its impact on the economy, with a focus on inflation, debt, and the housing market. It also discusses the challenges surrounding Social Security and the long-term budget deficit. The episode delves into the relationship between deficits, GDP, productivity, and inflation, as well as the interest in gold among younger investors and the rise of Chinese IPOs. The section concludes with discussions on the controversy surrounding an Apple ad and the performance of the cannabis industry in the first quarter.
