Mitchell Hartman

Tomorrow's CPI report, it's going to be a hot one.

I'm expecting the second straight, extremely hot.

Second-order effects whereby transportation costs jump, and then it begins to show up in food prices.

And then later on in the year, due to the disruption of refined products and fertilizers, we're expecting another round of price increases.

So they're buying because of the hype or because the price has gone up and they're extrapolating that into the future, then the prices can lose all connection to what these assets are actually worth.

These trading apps are just the next iteration of that.

There is just so much riding on this AI build-out.

That in itself is a risk factor for the market.

Hey, it's Francis Lam, host of the Splendid Table podcast.

Every week on our show, we celebrate the intersection of food and life.

And this month, we're releasing a new series called Culinary Masters.

It highlights some of the most iconic people in the food world.

And we're revisiting conversations with people who have fundamentally changed how many of us cook and think about food.

People like Jacques Pepin, Claudia Rodin, and Tony Bourdain, to name a few.

You can listen to this special series now.

Just search for the Splendid Table in your podcast app.

Storms, floods, and fires are ever more extreme.

And yet, the Federal Emergency Management Agency is fighting for its life.

People are waking up in droves to the FEMA camps.

Can the agency survive the stories that have been told about it?