Ever since Trump was elected, I’ve gotten whiplash from how Banker Bill’s outlook on the economy, seemingly, flails from optimistic to apoplectic. I say seemingly because he’ll tell you this is a Dr. Jekyll and Mr. Hyde situation — they’re both true.In his State of the Union speech, Trump was so defensive that he wasn’t just unbelievable, he was boring. So, of course, now, Banker Bill feels that it’s his patriotic duty to sell the American economy to you better than Trump ever could. Our latest episode is out now, as always, on Apple Podcasts, Spotify, YouTube, and Substack.

Meanwhile, Democratic Strategist Kobi Tirey goes over what voters really thought of the State of the Union, and how Warner Bros.’ woke business model just might be Paramount’s undoing. LINKS:Navigator State of the Union Dial Tests -> https://navigatorresearch.org/state-of-the-union-special-report-arizona-dial-group/Manufacturers’ Total Inventories: Consumer Durable Goods -> https://fred.stlouisfed.org/series/UCDGTI

Jet fuel -> https://fred.stlouisfed.org/series/WJFUELUSGULF#

Citrini ->

Citadel -> https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kobitirey.substack.com