Sudeep Reddy

speaker
239 appearances 6 recordings 2 series first heard Mar 2026 last heard 11 Sep

Sudeep Reddy’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.

Appearances

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It's going to cause all sorts of other problems for the Fed.
This hasn't necessarily bled into consumer spending yet.
There are obviously lots of problems with gas prices that could do that.
But if the markets feel like the Fed chair is
German and the committee are not going to take this seriously, then they will force their hand.
And bond yields going up this much, borrowing costs going up this much is going to mean a stock market that falls.
That will create the consumer spending problem over time along with it.
So you've got to at some point realize you have to take this head on if inflation stays this firm.
Yeah, it's been the question for quite some time of how long can this go?
There's obviously just a huge, huge amount of spending from Silicon Valley.
And that will probably continue for some time.
There are lots of threats from other models overseas, Chinese models.
We kind of got a shock in the stock market in the last week or two of whether this could be ending.
But
That is going to be, I think, the enduring question for some time is, can we be propped up for years from this?
And when does the music stop?
It doesn't look like it's stopping anytime immediately, but it could be.
Thanks, Rima.
Health insurance costs for employers have been growing at a rate we haven't really seen since 2005.
So then that makes you, of course, want to say, well, why is this going on?
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