Chuck Zodda and Marc Fandetti break down the latest jobless claims data and what it suggests about the true strength of the labor market. With GDP running hot and unemployment remaining low, they examine whether expectations for further Fed rate cuts are premature — and what inflation persistence could mean for policy going forward.

The hour also covers Walmart earnings and what they reveal about consumer stress across income levels, rising oil prices amid growing geopolitical tensions with Iran, and the risks building beneath the surface in private credit markets.

Chuck Zodda and Marc Fandetti examine the unusual disconnect between steady economic growth and slowing job creation. They discuss whether productivity gains and artificial intelligence are allowing companies to expand without hiring, and what that could mean for future wage growth and consumer spending.

Chuck and Marc also break down ongoing market volatility beneath the surface, sector rotation trends, housing affordability concerns, and how shifting labor dynamics may influence Federal Reserve policy in the months ahead.

Chuck Zodda and Marc Fandetti explore a market that appears calm at the index level but is experiencing extreme volatility beneath the surface. With major tech names down sharply while energy, staples, and defensive stocks surge, the hosts examine whether this represents a healthy rotation — or a warning sign.

They also break down growing concerns over AI capital spending, what record investor anxiety around tech investment could mean for markets, and how today’s unusual market dispersion compares to past periods preceding major downturns.

Todd Lutsky explains how the types of assets you own — including rental properties and out-of-state real estate — can significantly shape your estate planning strategy. He discusses liability protection through LLCs, how to avoid Massachusetts estate taxes for non-residents, and why simply placing property in a revocable trust may not provide creditor protection.

Todd also explores how family dynamics, special needs planning, spendthrift concerns, and divorce risk should influence how trusts are structured. The episode highlights why flexibility and long-term control from a well-drafted trust can protect assets for generations.

Mike Armstrong and Marc Fandetti examine whether artificial intelligence will meaningfully change long-term economic growth — or simply reshuffle industries and jobs. They also discuss falling Treasury yields, Fed rate-cut expectations, rising inflation pressures from AI-related shortages, and what those forces could mean for consumers, housing, and markets.

Mike Armstrong and Marc Fandetti examine a market that looks flat on the surface but has experienced significant sector rotation and investor anxiety underneath. The conversation explores renewed AI disruption fears, productivity gains, and whether Federal Reserve policy is heading into risky territory. Later, the hosts discuss corporate price increases, rent control proposals in Massachusetts, and new federal efforts aimed at addressing the nation’s housing shortage.

Chuck Zodda and Mike Armstrong discuss a market that appears stable on the surface but is experiencing significant volatility beneath it. They examine sharp sector rotations, AI-driven disruption fears, and what sustained churn without broad index movement could signal for investors. The conversation also covers mounting Social Security funding concerns, shifting retirement realities, and unexpected economic headlines — from rising electricity costs to a surge in organized cargo theft.

Chuck Zodda and Mike Armstrong break down the latest CPI report and what steady inflation means for the Fed in the months ahead. They also explore growing investor anxiety around AI-driven disruption, rising consumer debt concerns, and how policy proposals could impact markets and household finances.

Mike Armstrong and Marc Fandetti react to market weakness following the latest jobs data and ahead of a key inflation report. The conversation dives into what current unemployment and inflation trends mean for Federal Reserve policy and whether a potential AI-driven productivity boom should change the rate outlook. Mike and Marc also examine who really bears the cost of tariffs, why the middle class “feels poor” despite rising incomes, and how housing affordability has evolved relative to wages.