We begin with a sober analysis of where Republican electoral prospects stand one year past the presidential election. Republicans are facing a nightmare much worse than Democrats ever faced when they were in power because we are suffering the worst of all worlds with the affordability crisis and Trump fatigue. Next, we’re joined by macro economist and portfolio manager Craig Shapiro for a deep dive into the predominant factors causing the generational cost-of-living crisis. Shapiro believes that the only way to bring pricing down is to actually allow for the economy to slow organically and reset. The problem is that our government continues to pump up assets and push more debt, more special treatment that spawns more private debt to keep consumers on the hook for higher pricing. Meanwhile, the government is also putting all of its eggs into this AI data-center moon shot. Not only is this a risky policy, but it will basically drive people into electing more socialists like Mamdani. If we don’t present a more authentic version of capitalism, voters will turn to dark forces in their intensifying desperation.   

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