Money Talk: The Annex Wealth Management Show - SWFL
Oct 18, 2026 · 56 min · 28 segments
Inflation is back on the front burner as rising gas prices push inflation readings above expectations and raise new questions about the economy's direction. **Dave Spano** and **Dr. Brian Jacobsen**…
Joe KrausHost
Brian JacobsenHost
Tom BurkholzGuest
Dave SpanoHostTom ParksGuest
Rebecca PosnickGuest
Mike DodgeGuest
Arabella ParentsGuest
Wholesale inflation rose faster than expected last month as fuel costs jumped, adding some pressure on consumers and raising the stakes heading into the midterm elections.
Great to have you listening on the radio or, of course, the Annex Money Talk podcast, wherever you get your podcasts.
And, of course, a lot of people are saying because of higher oil prices that that's making its way through the system.
that growth is strong enough to be a problem in other words there is for example ai they don't mind going out and borrowing at a higher rate because they're making 20 percent roe so that delta for them makes sense that you know so growth is part of the issue
I think that's one of the things that the Federal Reserve has been talking about, because everybody knows that the Fed, by hiking rates, they're not going to be able to produce more barrels of oil.
But what they've talked about is what can we do on the demand side? And it's mostly from artificial intelligence data centers.
When I went through the line items of the Consumer Price Index, that was the data we got this past week.
Those prices, so that would include like the memory chips, basically, you know, so if you buy, if you have a computer and you get some external memory on there, that would be included.
Well, memory prices have gone up and from a consumer perspective, even in those devices, up more than 20% year over year.
That's not oil related, right? That is really the demand from this artificial intelligence build out.
Wholesale inflation rose faster than expected last month as fuel costs jumped, adding some pressure on consumers and raising the stakes heading into the midterm elections.
Great to have you listening on the radio or, of course, the Annex Money Talk podcast, wherever you get your podcasts.
And, of course, a lot of people are saying because of higher oil prices that that's making its way through the system.
that growth is strong enough to be a problem in other words there is for example ai they don't mind going out and borrowing at a higher rate because they're making 20 percent roe so that delta for them makes sense that you know so growth is part of the issue
I think that's one of the things that the Federal Reserve has been talking about, because everybody knows that the Fed, by hiking rates, they're not going to be able to produce more barrels of oil.
But what they've talked about is what can we do on the demand side? And it's mostly from artificial intelligence data centers.
When I went through the line items of the Consumer Price Index, that was the data we got this past week.
Those prices, so that would include like the memory chips, basically, you know, so if you buy, if you have a computer and you get some external memory on there, that would be included.
Well, memory prices have gone up and from a consumer perspective, even in those devices, up more than 20% year over year.
That's not oil related, right? That is really the demand from this artificial intelligence build out.
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