HeyJaredDr. John Rutledge: Asset-First Economics
Complex Systems in Economics and Finance Made Simple for Investors
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 22, 2026
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- Earliest in this view
- Aug 18, 2026
Latest issues
My Visit With Larry Kudlow on Fox Business (opens the original)
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Summary: Yesterday, I had the chance to spend six minutes on set with Larry Kudlow, my dear friend of more than 50 years. We talked about growth (strong but skewed towards AI capital spending), inflation (close to 2% already), interest rates (hold your fire Kevin), deficits (IMHO not our biggest problem) and the dollar (the stronger the better.) You will find a link to the video along with the talking points I sent to the producers below, FYI. Hope you enjoy.<a class="image-link image2 is-viewab
Why the Fed Should Not Increase Rates (opens the original)
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Thanks for reading Dr. John Rutledge: Asset-First Economics! Subscribe for free below.Summary: As I wrote in previous posts <a href="https://drjohnrutledge.substack.com/p/things-kevin
Interest Rates, Budget Deficits, and AI (opens the original)
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Thanks for reading Dr. John Rutledge: Asset-First Economics! Subscribe for free to receive new posts in your inbox.Summary: Asset-First Economics tells us to focus on the Balan
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