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PodcastThe Compound and FriendsOctober 23, 2026

An Economy So Good No One Can Live In It with Jill Schlesinger⁠

Hard data shows a resilient economy and AI-fueled markets, but media incentives and social comparison keep consumer sentiment artificially negative.

  • Consumer sentiment paradox: Jill Schlesinger says CBS data shows net charge-offs falling and jobless claims at 194,000 (fourth-lowest since the 1960s), yet consumers feel the economy is bad.
  • AI powers the market, quietly: Schlesinger says AI investment/consumption is "part of why your 401k is as frothy as it is," though media coverage stays relentlessly negative.

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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.