E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

(0:00) Addressing the podcast hack
(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up
(20:34) Consumer sentiment: demand crash coming?
(30:31) BREAKING: Ripple gets big win in SEC case, token rips
(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators
(51:08) EV supply/demand mismatch
(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO
(1:18:52) Science Corner: New paper on reversing cellular aging

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Referenced in the show:
https://www.wsj.com/articles/consumer...
https://fortune.com/2023/06/05/larry-...
https://www.wsj.com/articles/as-infla...
https://fred.stlouisfed.org/series/UN...
https://www.wsj.com/articles/disney-w...
https://www.statista.com/statistics/2...
https://www.axios.com/2023/07/10/used...
https://www.macrotrends.net/stocks/ch...
https://www.reuters.com/legal/us-judg...
https://www.wsj.com/articles/microsof...
https://www.ftc.gov/advice-guidance/c...
https://www.washingtonpost.com/techno...
/ 1678526061154295808
https://www.axios.com/2023/07/10/unso...
https://mdevelopers.com/blog/technolo...
https://www.investing.com/analysis/br...
https://timesofindia.indiatimes.com/b...
https://moderndiplomacy.eu/2023/05/24...
https://www.google.com/finance/quote/...
/ 1679141703603703808
/ 1679114154756669441
https://www.wsj.com/articles/sweden-r...
/ 1679229577732792320
https://www.theguardian.com/world/202...
https://www.washingtonpost.com/politi...
https://www.nytimes.com/2023/07/12/wo...
https://www.wsj.com/articles/american...
/ 1678463164864667658
https://www.dailymail.co.uk/news/arti...
https://edition.cnn.com/2023/07/07/po...
https://www.reuters.com/world/europe/...
https://www.cbsnews.com/news/nato-cou...
https://www.theguardian.com/world/202...
https://www.aging-us.com/article/2048...

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