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You Can’t Just Restore 100M Jobs!

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Manage episode 480734648 series 3341576
Content provided by Kevin Peranio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Peranio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

💼 CapEx—capital expenditure. It’s what fuels the big moves: massive projects, major upgrades, bold investments.
👀 I’m not a financial advisor—I’m not here for your losses, just your wins. But if you’re watching the trends, it’s clear: CapEx in AI is more than hype—it’s still the play.
🏭 There are over 100 million manufacturing workers in China—plus millions more in India and Vietnam. You can’t just shift that scale of labor into the U.S. overnight.
📉 The 10-year Treasury? It’s responding. Hovering around 4.20%—a range we’ve seen before all the chaos started.
Here’s a detailed breakdown of the episode:
00:00 – Intro: China tariff talks, financial literacy intro, and Texas Mortgage Bankers Association event.
02:00 – Market Recovery: 10-year Treasury at 4.20%, recession fears vs. data.
05:00 – Jobs Week: JOLTS report (Tuesday) and April jobs data (Friday) preview.
07:00 – Reshoring Challenges: Why 100M manufacturing jobs can’t move to the U.S.
10:00 – Earnings & AI: Meta, Microsoft, Nvidia earnings and AI investment trends.
13:00 – GDP & Inflation: Q1 GDP drop, PCE data, and White House’s "reshoring" spin.
16:00 – Housing Crisis: Affordability, Europe’s CPI vs. U.S. shelter costs, "never sell property" advice.
19:00 – Fed Policy: Labor market softening, debate over rate cuts.
22:00 – Future Trends: AI, robotics, and Ukraine mineral rights deal implications.
26:00 – Closing: Mortgage originators’ strong 2024 performance, weekend sign-off.
📢 Stay informed: https://linktr.ee/kptalksdollarsandsense
👍 Like, Subscribe, and hit the 🔔 so you never miss an episode.
#CapEx #AIInvesting #StockMarket #EconomicTrends #FinancialInsights #MortgageLenders #KPTalks #KPTalksDollarsandSense #GlobalTrade #Manufacturing #Economy #MoneyFlow #10YearTreasury #TradeDeals #EconomicInsight #FinancialThoughts

  continue reading

170 episodes

Artwork
iconShare
 
Manage episode 480734648 series 3341576
Content provided by Kevin Peranio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Peranio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

💼 CapEx—capital expenditure. It’s what fuels the big moves: massive projects, major upgrades, bold investments.
👀 I’m not a financial advisor—I’m not here for your losses, just your wins. But if you’re watching the trends, it’s clear: CapEx in AI is more than hype—it’s still the play.
🏭 There are over 100 million manufacturing workers in China—plus millions more in India and Vietnam. You can’t just shift that scale of labor into the U.S. overnight.
📉 The 10-year Treasury? It’s responding. Hovering around 4.20%—a range we’ve seen before all the chaos started.
Here’s a detailed breakdown of the episode:
00:00 – Intro: China tariff talks, financial literacy intro, and Texas Mortgage Bankers Association event.
02:00 – Market Recovery: 10-year Treasury at 4.20%, recession fears vs. data.
05:00 – Jobs Week: JOLTS report (Tuesday) and April jobs data (Friday) preview.
07:00 – Reshoring Challenges: Why 100M manufacturing jobs can’t move to the U.S.
10:00 – Earnings & AI: Meta, Microsoft, Nvidia earnings and AI investment trends.
13:00 – GDP & Inflation: Q1 GDP drop, PCE data, and White House’s "reshoring" spin.
16:00 – Housing Crisis: Affordability, Europe’s CPI vs. U.S. shelter costs, "never sell property" advice.
19:00 – Fed Policy: Labor market softening, debate over rate cuts.
22:00 – Future Trends: AI, robotics, and Ukraine mineral rights deal implications.
26:00 – Closing: Mortgage originators’ strong 2024 performance, weekend sign-off.
📢 Stay informed: https://linktr.ee/kptalksdollarsandsense
👍 Like, Subscribe, and hit the 🔔 so you never miss an episode.
#CapEx #AIInvesting #StockMarket #EconomicTrends #FinancialInsights #MortgageLenders #KPTalks #KPTalksDollarsandSense #GlobalTrade #Manufacturing #Economy #MoneyFlow #10YearTreasury #TradeDeals #EconomicInsight #FinancialThoughts

  continue reading

170 episodes

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