Ep. 154: AI, Iran, and CPI

Thank you for all the cards and letters. The Inflation Guy dropped in today, to talk about the AI Menace as well as yesterday's CPI report and the near-term trajectory of inflation. This is not a return to a full-time podcasting schedule, but it's at least a positive sign!

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (February 2026)” (https://inflationguy.blog/2026/03/11/inflation-guys-cpi-summary-february-2026/ )

Apollo-sourced chart on New Business Formation:  https://inflationguy.blog/wp-content/uploads/2026/03/apollo-newbiz-formation-chart.jpg  

Robert J. Shiller: Narrative Economics: How Stories Go Viral and Drive Major Economic Events (https://amzn.to/4lqIXFv)

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/   

To Subscribe for free to the blog: https://inflationguy.blog/

Interested in becoming a customer of Inflation Guy? https://www.EnduringInvestments.com/

An inflation-indexed currency you can now mint from our website: https://usdicoin.com/