Skip to main content
Dan Varroney

Dan Varroney

Sep 23, 2026

27:51
Mm-hmm.
27:52
So essentially, uh, car payments now on average are a little over $700 as it is.
27:57
So the question is will that quarter of a point, uh, prevent them from, uh, pulling the trigger as it were and buying a new vehicle, or will they say, "Maybe I need to buy a smaller vehicle, maybe a used vehicle"? So I think that's clearly what's on their mind.
28:13
Could it slow the auto sales market? Potentially it could.
28:16
A- and candidly, uh, when, when the Fed r- released its decision last week, um, uh, I automatically and immediately came out opposed to it, uh, because it was strange to me because you've got an economy that's running strong, but here's the other side of it.
28:31
If we have inflation at 3.4% and one full percentage point of that is the energy price shock, then we're running at an inflation of 2.4%.
31:08
Mm-hmm.
31:09
Uh, we're going to see two things happen.
1:04
So, uh, explain to us what sector, what are we talking about when we discuss a labor shortage?
1:10
So, you know, interestingly enough, the labor shortage is widespread throughout the economy.
1:15
Uh, there are numbers, they're called the Jolts numbers.
1:17
They come out every month.
1:19
Uh, and the available jobs, uh, last month were up to, like, five or, or six million jobs.
1:25
So the question is, there's not, uh, a lack of availability of jobs, there's a lack of a- availability of skilled workers.
1:33
Now, when we talk about skilled workers, uh, they can be, uh, metal workers, they can be welders, uh, or they can be workers, uh, in advanced manufacturing and AI.
2:28
... get the word out, right?
JTHOST
1:59
So are we going to allow this to go forward if we control the nuclear situation with the same regime? I mean, your thoughts real quick on that.
2:10
You know, interesting, because I read on X yesterday that the president said that regime change was never part of his agenda.
2:20
So I'm not quite sure where the president is on this.
2:22
But what I do know is we have degraded their military capability.
2:26
We've seriously degraded their nuclear capability.
2:30
And it's a long way from Monday to Friday when we actually sign a deal.
2:35
And then from there, over that 60 days...
JTHOST
4:57
At the end of the day, this war is wreaking havoc on, you know, some of the points of our economy, but for the most part, we're pretty solid, right? Yeah, the

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.