Podcast - 2026: The AI Bubble Meets the K-Shaped Trap

Welcome to 2026, where the economy is doing a K-shaped dance and most of us are missing the rhythm1,2. While the rich get richer on AI hype, the rest of the world is feeling a serious spending hangover2,3. We just lived through a trillion-dollar holiday season that turned out to be a total mirage3. Now, the stagflation-lite monster is knocking on the door with tariffs in one hand and sticky prices in the other4,5. The Fed is more divided than a family at Thanksgiving, and Jerome Powell is about to hand over his chair6,7. Is the AI revolution a structural transition or just a very expensive bubble waiting for a pin?8 Retailers are slashing prices to survive, yet household debt just hit another record high9,10. Everyone is pinning their hopes on the OBBBA stimulus to save the first quarter11. But the Supreme Court and the 2026 tariff schedule might have other plans12,4. Diversification is coming back with a vengeance, but only for those who are not playing offsides13,14. Are you ready for the great trade-down, or will you be left holding the bag when the unit volume drops?15,16 The market is currently flying blind, and the next data print could be a total shock to the system17. One wrong move from the divided central banks could trigger the medicine the 1970s never forgot18,19. This is not just an outlook; it is a battle for your financial survival in a world of high stakes13,8. Everything looks fine on the surface, but the real storm is brewing beneath the data blackout13,20. You need to know which retail giants are winning and which are about to crash and burn16,10. By the time the February CPI prints, it might already be too late for your portfolio21.