No new episode this Wednesday — I'm traveling — but that means it's the perfect time to catch up on three episodes worth your time.

• Episode 16 — Trade & the Supreme Court: What the Court's latest ruling means for what I think will be a bumpy summer for markets and policy.
• Episode 15 — State of the Union, Trade Edition: A focused short take on President Trump's trade agenda from last week's address — cutting through the noise on the headlines that actually matter.
• Episode 14 — Housing Affordability: The episode I get the most questions about. In nine minutes: the real supply and demand dynamics in the housing market, where we are in that equilibrium, and what it would actually take to fix it.

If you're not already subscribed, now is a great time — and if someone in your life is trying to make sense of what's happening in Washington and on Wall Street, send this their way.

Back Friday with new analysis.

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