Jobs, Housing, and the Hawkish Cut Ahead

From Southern California, KP breaks down a week where the data finally caught up to the story: a slowing labor market, cooling rents, and a Fed preparing to make its most important move yet. With the delayed jobs report showing rising unemployment and the December 10th meeting approaching, this episode connects the dots between labor softness, housing affordability, and why a hawkish rate cut might be the twist no one sees coming.

KP also digs into the AI boom, the Nvidia effect, and what efficiency really means as technology reshapes productivity, lending, and the broader economy.

Episode Highlights:
00:00 – KP checks in from SoCal & the strange September jobs report
02:10 – Unemployment ticks up and what it means for the December 10 Fed meeting
04:40 – Housing pain points, first-time buyers & the new age of homeownership
07:15 – Rents decline for a 3rd month: the silent helper for inflation
09:20 – Non-bank lenders, small business stress & tightening credit
11:05 – AI, Nvidia, and the new efficiency paradox
13:45 – Ethereum scaling, blockspace & Jevons Paradox in the real world

Stay sharp. Stay resilient. Stay informed.
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