The conversation covers various topics including the 9/11 anniversary, CPI numbers, oil prices, Fed rate cuts, and the presidential debate. The hosts discuss the impact of 9/11 on American history and the importance of remembering the event.
They also analyze the CPI numbers and the real cost of living, highlighting the undercounting of housing inflation. The conversation then shifts to oil prices and the factors affecting demand.
They discuss the Fed’s decision to cut capital requirements for banks and its potential implications. Finally, they share their thoughts on the presidential debate and its impact on the upcoming election.
