armchaireconomists
Welcome to Average Armchair Economists, a show about economics, markets, geopolitics, technology, and the increasingly messy places where all of those things collide. We are not professors, central bankers, or cable-news pundits. We are two people who spend an unreasonable amount of time reading, debating, and trying to understand what is actually driving the economy and markets. Each episode, we will take a handful of major stories, dig into the data behind them, challenge the popular narratives, and argue about what they could mean next. The goal is not to pretend we have all the answers. It is to ask better questions, separate facts from opinions, and hopefully leave all of us a little less confused than when we started.
Episodes
4 episodes
The AI Hype Versus The Math
We debate what large language models really are, where they create real economic value, and why they still fall short of anything like superintelligence. We also dig into the financing behind the AI buildout and ask whether the hype can survive...
What A Quarter-Point Hike Really Signals About Inflation, Jobs, And Credibility
The Fed just hiked rates by a quarter point, and the weird part is that the market felt more in charge than the central bank. Brett and TXMC unpack why a heavily priced-in move almost guarantees follow-through, how Chair Warsh’s “say less” appr...
If Bonds Are The Referee Who Wins Next
We question how much faith anyone should place in the headline jobs report when revisions, seasonal models, and shrinking participation can hide the real labor market story. Then we connect the dots from bond yields and debt math to geopolitica...
Tariffs, Canada, And China Shock 2.0
The U.S. is picking fights with allies, slapping tariffs on strategic goods, and talking about “national security” like it’s an economic policy. That sounds chaotic until you zoom out and ask the uncomfortable question we keep coming back to: i...
