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On The Tape with Danny Moses
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses
Vincent Daniel and Danny Moses discuss lessons from the Great Financial Crisis as they assess the AI boom, with Anthropic's IPO economics a central example.
James Aitken: It Pays To Shave With Occam's Razor
James Aitken argues that the AI boom is a private-sector bubble underwritten by government spending, which pushes up near-term demand and inflation even as it is financed with increasingly levered,…
Jeff deGraaf: Erase Chips From Your Memory
Jeff deGraaf argues the US equity market has turned down under the surface: the equal-weight S&P 500 sits below its 50-day average, only about 43% of stocks are above their 200-day averages, and a…
R.P. Eddy: Don't Ignore The Cassandras
R.P.
Dennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Dennis DeBusschere argues the US economy is growing well above its roughly 2% potential, with nominal GDP near 6.5%, unemployment at 4.1%, and real consumer spending tracking 3-3.5% alongside heavy…