Mike Armstrong and Paul Lane kick off the first hour of the show with a market update following Thurday's sell-off, driven by concerns over a softening economy and tariff uncertanity. What did the latest gauge on inflation tell us? Plus, is there a chance we see stagflation? And could the Fed even react accordingly?

Mike Armstrong and Paul Lane discuss the Federal Reserve's favorite recession indicator is flashing a danger sign again. Scott Bessent gets his lower bond yields but for the wrong reasons. Why are Americans still building houses in climate danger zones? Social Security Fairness timeline gets pushed up, with lump sums and benefit increases for millions. The number of 401(k) millionaires rose 27% in 2024. Will Amazon finally generate some success from Alexa?

Mike Armstrong and Paul Lane discuss Nvidia's earnings and outlook, which came in much better than expectations. The US economy shows signs of strain from Trump's tariffs and spending cuts. Why would US automakers but the most impacted by tariffs? Weekly jobless claims jump to 242,000, more than expected. From egg prices to housing, US inflation is heating up again. Microsoft urges Trump to overhaul curbs on AI chip exports.

This week, Todd Lutsky explains why you need to understand at least the bare minimum of estate planning before beginning the process. Todd also explains what happens when your estate plan is done poorly and why inheriting is better than buying.

Paul Lane and Marc Fandetti discuss Nvidia facing the most critical earnings day yet. Paul explains the rule of 72 and why you need to know it. American workers are skeptical AI will help them on the job. GM boosts investor payout with new buybacks and a dividen hike. Tesla feels the wrath of anti-Musk backlash. Egg prices are soaring. Bird flu may not be the only culprit. McDonald's resists the extra egg charge, instead offering a $1 McMuffin deal.

Paul Lane and Marc Fandetti discuss the vibes on Wall Street are starting to turn. The economy is still fine. Americans are still gloomy. Americans are expecting higher prices. That could unnerve the Fed. Ukraine agrees to mineral-rights deal with the US. Todd Lutsky joins the show for his weekly segment, Ask Todd.

Mike Armstrong and Marc Fandetti Home Depot earnings beat Wall Street estimates, as retailer breaks comparable sales losing streak.  Why is your gas bill so high right now? Will the Fed admit it made a mistake? What is the loophole states are using to shelter companies from certain taxes? Egg prices continue to be a problem. Why is Jamie Dimon becoming so much more outspoken?

Mike Armstrong and Marc Fandetti discuss the recent market sell-off and try to explain what could be behind it. February consumer confidence comes in lighter than expected in latest sign of slowing economy. Trump says planned tariffs on Mexico and Canada are set to go ahead. What is driving the S&P sell-off? Nvidia had a rough start to 2025. Could that change post-earnings? Why you shouldn't get too attached to your investments. 

Mike Armstrong and Marc Fandetti discuss how federal agencies are pushing back on Elon Musk's 'what did you do last week?' emails. Walmart's tepid outlook stirs concerns for retail earnings ahead. Home buyers are finally getting the upper hand again. The US economy depends more than ever on rich people. Everyone hates pennies, except the lobbyist who is paid to defend them.