All Episodes
Displaying 1 - 20 of 202 in total
Living in Completely Different Economic Realities — May 18, 2026
Join Sam Kem, senior economic research analyst at CFC, as she identifies which economic indicators we should be looking at in a K-shaped economy.Learn more:Read the Ne...
Why Does Inflation Feel Worse Than the Numbers Tell Us? — May 11, 2026
Join Antony Davies, director of economic research at CFC, as he explains why what we feel doesn't match what we measure. Sources:Consumer Price Index for All Urban Con...
Why Does the US Spend So Much on Healthcare? — May 4, 2026
Join CFC expert John Suter, vice president of economic research, as he details the factors contributing to U.S. healthcare's high prices.Contact the Economic & Market ...
Unexpected Shocks and the US Economy — April 27, 2026
Join CFC expert John Suter, vice president of economic research, as he looks at the effects of supply and demand shocks on U.S. gross domestic product (GDP) growth.Con...
Does Affordability Explain Falling Population Growth? — April 20, 2026
Join Sam Kem, senior economic research analyst at CFC, as she asks whether the cost of having and raising children can really explain why the U.S. fertility rate has f...
Why Is Consumer Sentiment at a Record Low? — April 13, 2026
Join Antony Davies, director of economic research at CFC, as he explains why consumer sentiment hit an all-time low—since 1952—last month.Sources:Consumer Price Index ...
Asking 'How Much' When We Should Be Asking 'Why?' — April 6, 2026
Join Sam Kem, senior economic research analyst at CFC, as she examines the origins of economics and questions whether today's economists are just custodians of data or...
Why Didn't the Fed Change the Rates Last Week? — March 23, 2026
Join Antony Davies, director of economic research at CFC, as he explains how the Federal Open Market Committee is caught between a rock and a hard place.Sources:Person...
Drawing the Poverty Line — March 16, 2026
Join CFC expert John Suter, vice president of economic research, as he explores the $110,000 difference between the federal poverty line and the line drawn in a viral ...
The Economics of the Conflict in the Middle East — March 9, 2026
Join Sam Kem, senior economic research analyst at CFC, as she outlines the effects of the conflict on energy costs, gasoline prices, inflation, bonds and U.S. financia...
Reaction, Revision or Random? — March 2, 2026
Join Antony Davies, director of economic research at CFC, as he puts a sudden movement in the 10-year Treasury yield and a major revision in jobs numbers into perspect...
Managing the Risks of Data Centers — February 23, 2026
Join CFC researchers Sam Kem and Chris Whittle as they look at the risks of building large-scale, long-duration infrastructure to fuel AI computing power with uncertai...
The Great Wealth Transfer — February 16, 2026
Join Antony Davies, director of economic research at CFC, as he considers the effects the largest intergenerational transfer of wealth in history may have on the U.S. ...
Don't Budget for AI Costs to Hold Steady — February 9, 2026
Join Sam Kem, senior economic research analyst at CFC, as she asks whether AI adoption will still produce real growth when the price goes up.Contact the Economic & Mar...
A Buyer's Market for Credit — February 2, 2026
Join Sam Kem, senior economic research analyst at CFC, for her take on what massive increases in AI-driven debt issuance are about to do to the bond market.Contact the...
2026 Industry and Economic Trends — January 26, 2026
This week, we're bringing you excerpts from our 2026 Industry and Economic Trends Report. Join CFC experts John Suter, vice president of economic research, and Jan Ahl...
Why Is 2026 Like a Boiled Potato? — January 12, 2026
Hint: It's not a riddle. Join Antony Davies, director of economic research at CFC, as he surveys forecasts for the economy in the year ahead.Also, in this week's brief...
2025: The Year in Review — December 15, 2025
Join CFC economic experts John Suter, Sam Kem and Antony Davies as they discuss what economic topics bothered them most in 2025, its biggest economic surprises, and th...
What the AI Boom Means for Electric Co-ops — December 15, 2025
Join Sam Kem, senior economic research analyst at CFC, and Chris Whittle, energy industry analyst of CFC’s Utility Research & Policy team, as they discuss how investme...
Are You Struggling To Find a Home Within Your Budget? — December 8, 2025
Join Antony Davies, director of economic research at CFC, as he looks at how changes in American houses change the idea of success in the American housing market. Cont...