New episode with one of X's hottest macro thinkers, @MelMattison1 We talk about tariffs, inflation outlook, AI, energy bottleneck, Fed independence, US housing market and much, much more! Tune in now! Timestamps: 01:49 The Economic Landscape: AI and Fiscal Initiatives 03:02 Tariffs and Their Impact on the Economy 12:00 Dislocation Between Financial Markets and the Real Economy 21:40 Cycle Theory and Liquidity 25:55 The Reality of Fatalistic bullishnesss 29:10 Unlocking the US Housing Market 38:45 Inflation Dynamics and Rate Cuts 45:35 The Farce of Fed Independence 56:03 MMT Analysis and Libertarian Principles 01:05:35 The Energy Bottleneck and Its Implications 01:12: 23 Mel's Personal Investment Strategies