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We're stocking up

We got fresh data showing imports and inventory levels are up. Is it a sign of a strong economy, or a sign businesses are bracing for…

0:00 25:22

Episode Summary

We got fresh data showing imports and inventory levels are up. Is it a sign of a strong economy, or a sign businesses are bracing for impact? In this episode, AI remains a major driver of this strange economy. Plus: The U.S. is simultaneously importing and exporting a ton of semiconductors, the euro drops to…

Published October 6, 2026 · 25:22