Storms, Tariffs, and Growth Ahead

Live from Monterey—with ocean views, executive roundtables, and KP’s signature straight talk—this episode tackles storms, tariffs, and whether growth can outrun debt.

Texas floods bring tragedy in an unexpected season, tariff deadlines return uncertainty to the markets, and a “big beautiful bill” aims to spark growth while adding trillions to the deficit. KP dives into the money supply slowdown in China, the copper tariff twist, and what rising purchase apps mean for housing. Plus, the real story behind job stayers vs. switchers, why Dr. Copper is flashing caution, and how a calm market might help rates without the Fed.

All while KP dodges Monterey winds and shares a rare scenic view to remind us why we hustle.

🎯 Episode Highlights:
00:00 - Live from Monterey: storms, tariffs & growth ahead
01:10 - Texas floods: tragedy strikes Camp Mystic & beyond
02:20 - Tariffs return: 90-day reprieve ends, new letters out
03:31 - “Big beautiful bill”: pro-growth or just bigger debt?
04:50 - Housing market: purchase apps up 20 weeks straight
05:48 - Small biz & jobs: 55% of US jobs from small businesses
06:40 - China’s M2 slowdown & selling Treasuries explained
07:20 - Dr. Copper: price drop & new copper tariffs
08:10 - Crypto’s store of wealth power & what’s next
09:02 - GDP reality check: India, China & the US compared
09:45 - Wage growth: job switchers losing their edge
10:20 - Mortgage rates, treasury spreads & calm markets
11:00 - Debt ceiling climbs to $5T — can growth outrun interest?
12:10 - Final thoughts: uncertainty, optimism & your money moves

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