Dan Caplinger

speaker
1,715 appearances 16 recordings 4 series first heard Oct 2023 last heard 18 Sep

Dan Caplinger’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
3 · Nov OctJan 26AprJulnow

Recordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.

Appearances

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We're not energy independent.
Fortunately, less than 10% of that comes through the Gulf.
So again, the Saudi oil doesn't really mean, what's going on in Australia, our news isn't too important for us.
That's a global story.
But we still do need this idea that, well, since we have energy, we can just stop exports and shut it down and let the rest of the world have a problem.
That really doesn't work.
work.
Where does this leave us with the economy?
Should we be watching it?
Yes, absolutely.
Does it lead to a recession?
I hate to answer this way, but the answer is maybe.
It's definitely a headwind.
We definitely have headwinds already.
Seems like the U.S.
consumer is doing okay in aggregate.
We've talked about that.
The consumer, that's a tough thing to read.
Jobs number is strong.
If I had to guess, I do think there's enough headwinds that we will end up in at least a mild recession in 2026.
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