Want to create an interactive transcript for this episode?
Podcast: The ACID Capitalist Podcast
Episode: What if AI cuts jobs faster than rates can fall?
Description: Send us Fan MailMarkets have a habit of choosing the path that hurts the most people, and this week they proved it. We open with a jolt: CarMax plunges 24%, the CEO is shown the door, and used‑car demand looks like a classic pull‑forward that left a hole in today’s sales. From there, we follow the thread across the macro tapestry: consumer sentiment hovering near crisis lows, layoffs announced at a pace that clashes with payroll prints, and a tech slide that turns “AI capex” from dream to doubt in a heartbeat.I break do...