HeyJaredStacking Up
Welcome to Stacking Up — the show where we talk money, health, and relationships, because the small things you do every day? They compound. I’m Chris Harris, a CERTIFIED FINANCIAL PLANNER® who believes wealth is more than numbers — it’s habits, connection, and growth.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Aug 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Is the U.S. Economy Overheating? Growth, Inflation & the Fed’s Dilemma (opens the original)
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Chris Harris examines whether the U.S. economy is overheating amid strong GDP, robust business investment (especially in AI and data centers), low unemployment, and persistent inflation above the Fed’s 2% target.The episode explores implications for the Fed’s policy path, longer-term Treasury yields, and how sustained higher rates could affect stocks, bonds, real estate, and investor strategy—plus the key data to watch: PCE inflation, GDP readings, and the 10‑year yield.
When the 10-Year Nears 5%: What It Means for Real Estate Investors (opens the original)
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Chris Harris breaks down why recent spikes in long-term Treasury yields matter and how they change the investing landscape. He explains the drivers behind higher 10-year rates—inflation expectations, real rates, and term premium—and what that means for stocks, bonds, and commercial real estate.The episode focuses on real estate implications: rising hurdle rates, pressure on valuations, and why net operating income (NOI), financing structure, and asset quality now determine winners and losers. Ha
Gravity Returns: Why Rising Real Rates Will Reshape Portfolios (opens the original)
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Chris Harris breaks down why rising real interest rates matter more than many investors realize, explaining nominal vs. real yields, the role of the 10‑year Treasury, and how Fed policy, energy prices, and government debt are keeping rates elevated.He explores the impact on stocks, mortgages, and borrowing costs, why bonds are a competitive income option again, and how disciplined diversification and thoughtful asset allocation can create opportunities in this higher‑rate environment.
Behind the AI Boom: Chips, Data Centers, and the Real Supply Chain (opens the original)
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Chris Harris breaks down the AI boom beyond chatbots, explaining the physical supply chain—semiconductors, GPUs, data centers, cooling systems, and electricity—that powers large language models and everyday inference.He covers training vs. inference, how efficiency could increase overall demand (Jevons paradox), valuation and profitability challenges for investors, and why a diversified, ecosystem-focused approach matters.
Is Your Cash Quietly Losing You Money? How Much Cash Is Too Much (opens the original)
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Chris Harris explains how cash fits into an investment plan, why $7.9–8 trillion sits in money market funds, and how inflation, taxes, and reinvestment risk can quietly erode purchasing power.He outlines practical roles for cash (emergencies, short-term spending, portfolio liquidity), warns against timing the market, and offers a simple framework for deciding how much cash to hold while keeping a diversified portfolio tailored to your goals.
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