Energy, Decoupling and A Strong Economy – Ep. 203

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Fixed-rate payments, AI CapEx spending and federal spending acts have secured a strong economy, leaving fiscal policy not powerful enough to push the transmission mechanism of rates. The guys also discuss near-shoring production and national energy distribution for data centers and AI processing.  

Last week, Hunter and Judson discussed the Social Security cost of living adjustment and revisit possible solutions for plugging the gap between spending and funding.

Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.

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