Скачать или смотреть THS LIVE | 01.02.26 | Inflation, Tech & Jobs - What the Market Is Really Telling Us (2026 Outlook)

Today isn’t a breaking-news emergency or a Fed day circled in red on your calendar. It’s something more dangerous: the beginning of a new routine. THS LIVE is where we stop pretending markets move on schedules, where headlines get interrogated instead of regurgitated, and where real-time reaction replaces hindsight heroics. No hot takes for clicks, no “trust me bro” economics... just live, unfiltered analysis of the stories moving money, policy, and sentiment while they’re still unfolding.

➡️ This is the live desk for people who know the economy doesn’t break cleanly, inflation doesn’t die quietly, and markets don’t wait for consensus before doing something stupid. We’ll track the data, call out the nonsense, and connect the dots in real time because by the time the recap drops, the damage (or opportunity) is already done. Welcome to THS LIVE. The lights are on, the mics are hot, and the market doesn’t care if you’re ready. Every Monday, Wednesday and Friday from 11am to 1pm PST. No games. No drama. No nonsense.

💬 Share your experiences and thoughts in the comments below.

✅ And don’t forget to subscribe! ➡️    / @higherstandardpodcast  
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🔗 Referenced Show Links:
CNBC
Affordability is a buzzword right now — these charts show whyhttps://www.cnbc.com/2025/12/24/affor...

Economic Policy Institute
Fastest wage growth over the last four years among historically disadvantaged groups
https://www.epi.org/publication/swa-w...

CBS News
What will the U.S. economy look like in 2026? Experts weigh in on 5 key questions.
https://www.cbsnews.com/news/economy-...

The Kobeissi Letter
Earnings are increasingly driving the market's rally:
https://x.com/kobeissiletter/status/2...
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⏰ Chapters:
00:06:15 🎙️ Live Open: Why This Is a Market-Hour Show
00:10:40 📉 Inflation Since 2019: How Capital Actually Changed
00:22:10 🧠 The Psychological Tax of Inflation
00:32:45 🔮 My 2026 Inflation & Market Prediction
00:45:30 💬 Live Comments: Is Inflation Really Over?
00:53:10 🏛️ Buffett, Retirement & Investing vs Speculating
01:07:20 📊 Why the 60/40 Portfolio Broke
01:16:30 💻 Tech Dominance & the Mag 7 Earnings Reality
01:26:45 👷 Profits Up, Jobs Down: Efficiency & Unemployment
01:34:10 🔔 Market Close: What Moved Today
01:38:10 🎯 Final Takeaways & Sign-Off
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⚠️ Disclaimer:
Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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