The Year of the Cow - A Ryan Fair Podcast

Quantitative Sleazing: How the Fed Prints Confidence and Calls It Growth


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Folks… it’s July 2025. CPI’s doing the tango at 3.4%, theFed Funds Rate sits like a silent sniper at 5.25%, and Jerome Powell still talks like he’s trying to explain algebra to an emotionally unavailable teenager. “Data dependent,” they say. That phrase is the Fed’s safe word. Meanwhile, M2 money supply is quietly up 11% from last year’s contraction — that’s not stimulus, that’s economic cosplay.

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The Year of the Cow - A Ryan Fair PodcastBy Ryan Fair

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