Social Security Cuts, 50-Year Loans & Musk’s $1T Plan — What’s REALLY Going On

From California to the heart of Manhattan, KP breaks down a chaotic week in markets, politics, housing, and the broader economy — all unfolding at the same time. Social Security’s looming insolvency, the controversy around 50-year mortgages, and Elon Musk’s trillion-dollar vision are shaking up conversations in Washington and on Wall Street.

With layoffs rising, government data returning, Treasury auctions heating up, and mortgage rates facing pressure, the market is balancing fear, momentum, and a lot of noise. KP cuts through it all with clarity, speed, and real-world insight.

Episode Highlights:
00:00 – Live from California & Manhattan: where sentiment on the ground really stands
01:05 – Social Security warning signs & the timeline no one wants to talk about
02:12 – 50-year mortgage debate: smart innovation or ticking time bomb?
03:40 – Treasury auctions, yields & why the bond market is suddenly volatile
04:51 – Layoff spike, job data, and cracks in the labor market
06:08 – Musk’s trillion-dollar plan & the next wave of AI acceleration
07:20 – Inflation cooldown, mortgage rate pressure & refi window opening
08:33 – Housing supply issues, flood insurance updates & USDA loan changes
09:10 – Why private debt is dropping — and how it could push stocks higher

Stay informed. Stay sharp. Stay in the market.
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