On The Record (6-30-26).
About this episode
The episode discusses Wall Street's narratives, inflation numbers, and various economic indicators.
This week we mapped out how Wall Street has talked itself into a story it can’t stress-test—Accenture getting punished whether AI succeeds or fails, Saylor quietly selling the Bitcoin he swore he’d never sell, and the hyperscalers borrowing billions to fund a buildout that may be obsolete before it’s finished. Then we looked at the inflation numbers, which are stuck well above target, and the quiet methodology change coming this fall that’ll let everyone claim victory without prices actually moving an inch. Chapters Intro: 00:00:37 Quick Takes: 00:01:25 Max Notes: 00:07:06 Killer Left Take of the Week: 00:18:55 Chart of the Week: 00:21:06 Headlines: 00:26:00 Outro: 00:27:08 Resources PBS NewsHour: Stephen Miller says ‘America’s doors are closed fully to asylum seekers’ after SCOTUS ruling TMZ Clips: Dr. Oz Says Great American State Fair Crowd Is Huge, But Camera Pan Shows Otherwise CBS New York: Trump says NYC rent freeze will turn buildings “into ghettos and slums” ScotusBlog.com Motley Fool: Accenture Shares Plunged 50% This Year. Here’s What Investors Need to Know. Yahoo! Finance: Strategy Says It May Sell Up to…
Topics covered
- Wall Street
- AI
- Bitcoin
- inflation
- economic policy
Keywords
- Wall Street
- Accenture
- Bitcoin
- inflation
- AI
- economic policy
- Saylor
Mentioned in this episode
Organizations: Accenture, PBS NewsHour, TMZ, CBS New York, ScotusBlog.com, Motley Fool, Yahoo! Finance, Reuters, TechTarget, Breaking Points
More episodes of Unf*cking The Republic
- On The Record (07-14-26).
- Omnibus (07-11-26).
- The New Republicrats: Snakes of the Democratic Party.
- On The Record (07-07-26).
- The Bear and the American Male Archetype: Carmen Shrugged.
- Is Private Credit the Pin That Pops the Bubble?
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