25 July 2026
This week, Steven Rattner says AI will transform the economy, but markets still do not know which companies will win. And, Austin’s rent drop is testing whether America’s housing crisis can be solved by building more. Plus, will capping graduate student loans reduce debt or limit access to education?
Later, the US-Canada tariff fight returns as global fertilizer markets are already under pressure from conflict and supply disruptions near the Strait of Hormuz. Chapters: 00:00:00 - AI Debt Question 00:11:51 - Austin Housing Test 00:23:51 - Student Loan Reckoning 00:35:30 - Canada Weighs US Tariffs 00:47:29 - Tariffs as Tools
