Ryan Payne and his guests discuss a resilient American economy that appears capable of sustaining growth despite high interest rates and persistent inflation. The conversation transitions from a macroeconomic analysis of historical market cycles to a specific focus on the AI revolution, highlighting how emerging technologies are driving a massive surge in infrastructure demand, energy consumption, and high-profile IPOs. The participants weigh the excitement of this technological boom against potential risks, such as speculative bubbles reminiscent of the late 1990s and the increasing unaffordability of housing for younger generations. Learn more about your ad choices. Visit megaphone.fm/adchoices