The US economy grew 3.8% last quarter—but 92% of that growth came from AI and data centers. The rest? Barely moving at 0.1%.
In this episode, we break down why October 2025 saw the highest job cuts in 20 years AFTER rate cuts, why tariff inflation never materialized (hint: elasticity matters), and how the Mag 7 now controls 40% of the S&P 500.
We dive into:
Plus: Jerome Powell's blind spot, Trump's tariff strategy decoded, and why your ability to get a job might depend more on whether you own stocks than your actual skills.
Topics: economy, stock market, inflation, Federal Reserve, interest rates, AI bubble, tech stocks, S&P 500, recession, GDP, tariffs, Trump economics, job market, Gen Z, unemployment, investing, finance, Wall Street, NASDAQ, market crash, economic analysis, Jerome Powell, rate cuts, Magnificent 7, NVIDIA, Apple, Amazon, Google, Meta, Microsoft, Tesla
Follow us @jasperandemilefinance for daily market takes and analysis.
#economy #stockmarket #investing #finance #podcast #AI #technology #tariffs #inflation #federalreserve #interestrates #recession #jobmarket #genz #wallstreet #markets #trump #economics #financepodcast
great. Now what's a viral instagram reel idea that will make sure we can go viral and plug the pod before the episode even comes out?
Here's a viral reel concept that will hit:
THE REEL:
Hook (0-2 seconds):You in frame: "92% of America's economic growth is fake."
The Setup (2-8 seconds):Quick cut to computer screen showing GDP numbers while you narrate:"Q2 2025 GDP: 3.8% growth. Sounds great right? Here's what they're not telling you..."
The Reveal (8-15 seconds):Dramatic zoom on your face or whiteboard breakdown:"92% of that growth? Just data centers and AI infrastructure. The actual economy—the one you work in? Growing at 0.1%. That's not growth. That's a flatline with a tech sugar high."
The Kicker (15-20 seconds):"Meanwhile, October had the highest job cuts in 20 years AFTER the Fed cut rates. You know why? Because cheaper money doesn't create jobs when companies are using it to replace you with AI instead."
The Close (20-25 seconds):"We break down exactly what this means for your money in our new episode dropping Monday. Because if you don't understand this split, you're playing in the wrong economy."
Caption:The economy isn't broken—it's two completely different economies. One for asset owners (thriving) and one for everyone else (recession).
92% of GDP growth = AI/data centersThe other 8% = everything else at 0.1%
October 2025: Highest job cuts in 20 years AFTER rate cuts
This isn't sustainable. Full breakdown on Monday's episode.
Follow @jasperandemilefinance for more
#economy #recession #investing #stockmarket #finance #AI #jobmarket #genz #inflation #federalreserve #financetok #wealthgap #economics #markets #GDP
Visual style: Quick cuts, mix of you talking to camera + screen recordings of actual data + maybe a simple chart overlay. Raw, urgent, documentary-style. Not overproduced.
Why it'll work: Shocking stat, builds tension, explains something people feel but can't articulate, promises answers, creates urgency for the Monday drop.
RetryJRetryClaude can make mistakes.
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