Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26

Hassett argues strong spending data (not soft sentiment polls) is the real signal that the US economy remains in a boom despite sticky inflation.

• Hassett defends sentiment gap: NEC Director Kevin Hassett says CPI ticked up (top-line 3.5%3.6%, core 2.5%2.6%) but calls it a blip, citing real wages up $2,000/year (avg $88,000) and ~4% GDP growth as proof consumers are "acting like we're in a boom."
• AI debt risk flagged, not alarmed: Hassett says the White House is studying Coreweave credit default swaps and AI debt closely after a "very long memo," seeing reasons for attention but not panic.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.