Paulitical Economy™
A snapshot of what’s going on in the world’s economy.
Podcasting since 2025 • 24 episodes
Paulitical Economy™
Latest Episodes
Post 342: Wealth Disparity in the Special K Economy – Even the Fed is Noticing
Americans are dining out less often.Traffic has been down eight months in a row.Yet Darden, owner of Olive Garden, is seeing same store sales accelerate.But not Wendy’s:US same store sales are accelerati...
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57:48
Post 341: Denial and Decline: Signs from the Real Economy
Manufacturing in the US has been contracting for most of the last three years.Chipotle has a younger customer base that is struggling economically and thus eating at home more often.Its share price is down 47% this year.
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41:01
Post 340: The Reckoning Begins: Capital Misallocation Comes Home To Roost
All of a sudden a lot more companies are announcing layoffs.Things have significantly changed from when companies used to hoard employees just in case.A look back at Porsche.And sales are falling as their...
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47:33
Post 339: From Keynes to Krispy Kreme: The Economics of Unsustainable Indulgence
A look at social security in the US.It will be insolvent within ten years in large part because deductions from payroll to pay for social security are consumed rather than invested.Krispy Kreme is experiencing co...
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49:42
Post 338: Pepsi and governments lower the volume with further confirmation of our Special K economy
Cheap funding has been the main cause of housing affordability crises.After two quarters of negative sales growth, luxury group LVMH creeps into positive territory.And after only one quarter of negative sales growth, Domi...
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37:38