Trading Perspectives: An Economic Podcast
In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 22, 2026
Latest episodes
The Normalization of Debt Isn't Normal (opens the original)
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Debt has become so embedded and normalized, even encouraged, that people aren't just taking loans for big things anymore. They are financing everything because they can. Having credit card balances while still spending normally has become the norm. In the age of influencers on social media, people feel pressure to own certain things, live a certain lifestyle. Are we using debt as an effective tool or has it become a parasitic dependency? When did debt become as commonplace as it is? Has it alway
The AI Gold Rush: How Data Centers Could Reshape the Economy (opens the original)
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Investment in new technologies and the necessary infrastructure to support them is helping to fuel the economy. Is this a good or bad long-term development? Why are so many businesses building data centers? Why is electricity, not chips, becoming the biggest constraint? Who really wins economically: utilities, construction, industrials, regional economies, tech tycoons, or someone else? What is the environmental impact of data centers? In this week's Trading Perspectives, Sam Clement and John No
Housing Affordability? Yeah, right. (opens the original)
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The housing market has been relatively depressed. However, a new home seems to be out of the reach for many Americans. Higher interest rates have been an impediment to the housing market, as they make monthly mortgage payments that much more expensive. The inventory of lower-priced or entry level homes isn't great enough for the demand, arguably keeping prices higher. The old real estate agents' mantra holds true: "location, location, location." Between economic conditions and local laws, the ho
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