Marketplace

What happens when the data takes a month off?

November 13, 2025·25 min·4-min readconversationalnews
Podzilla Summary (4 min)
TLDR
A recent government shutdown disrupted the release of key economic data, including the October Consumer Price Index, potentially impacting Federal Reserve decisions. Meanwhile, structural forces like AI and climate change are reshaping long-term investment strategies, while solar energy d

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Mentions

Books, people, and resources mentioned in this episode.

People

Kirstie GibsonJesse RothsteinErica GroshenDavid VictorSarah MillsHeather Haddon

Companies

Baillie GiffordBureau of Labor StatisticsSilicon RanchVerizon CommunicationsWalt Disney CompanyIntercontinental ExchangeAtom

Products & Tools

One Big Beautiful Bill Act

Topics

Artificial IntelligenceBankingBusiness NewsEconomicsFederal ReserveInflationRenewable EnergySupply Chain

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