Is It Bad For The Economy?

Capitalism's Final Boss: Will Warsh Bend To Iran, Inflation, And the Bond Market, Or To Trump?

The bond market has done what the media, the courts, and Congress couldn't — slow Trump down. Kobi and Banker Bill break down why 5% on the 30-year treasury is the magic number, what the Iran conflict means for gas prices, and whether new Fed Chair Kevin Warsh will listen to Wall Street or the White House. Plus: Trump's 60 trades a day, the DoorDash pump-and-dump, and why Howard Lutnick apparently got a very good return on his $5 million. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kobitirey.substack.com [https://kobitirey.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Did Biden Kill Spirit Airlines? Antitrust, Inflation & the K-Shaped Economy

One of my firmest held believes is that TSA Pre-Check is a scam perpetrated by Big Hudson News to sell more overpriced health snacks. If you think I feel validated by Trump’s disastrous economic performance, it’s nothing compared to the pure joy I felt when they announced you could keep your shoes on in regular security. I have an album in my phone of every time the normal TSA line was shorter than the precheck line. The only politician who has ever agreed with this take is Utah Senator Orin Hatch. So does that frugality extend to Spirit Airlines? Absolutely not. Our FULL episode is out now on Apple Podcasts [https://podcasts.apple.com/us/podcast/is-it-bad-for-the-economy/id1806133964], Spotify [https://open.spotify.com/show/7tPD6pHa31F1OAawuYrmpD?si=8c0088d8575b443b], YouTube [https://www.youtube.com/@IsItBadForTheEconomy], and Substack [https://kobitirey.substack.com/]. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kobitirey.substack.com [https://kobitirey.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Meet Trump’s Next Economic Nightmare: Fed Independence, Epstein Ties, and the Case Against Kevin Warsh

Is It Bad For The Economy Super Fans, We’re very sorry for the upload error this morning. Some of you could have used an Elizabeth Warren trigger warning, I’m sure. Our FULL episode is out now on Apple Podcasts [https://podcasts.apple.com/us/podcast/is-it-bad-for-the-economy/id1806133964], Spotify [https://open.spotify.com/show/7tPD6pHa31F1OAawuYrmpD?si=8c0088d8575b443b], YouTube [https://www.youtube.com/@IsItBadForTheEconomy], and Substack [https://kobitirey.substack.com/]. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kobitirey.substack.com [https://kobitirey.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Everything Trump Does Is Inflationary, Even Iranian Crypto Crimes

Is Trump's economy actually working — or is the data telling a different story? In this episode of Is It Bad For The Economy?, Democratic Strategist Kobi Tirey and anonymous Wall Street insider Banker Bill dig into the latest economic data: CPI inflation stubbornly range-bound at 2.6–3.3%, mortgage rates spiking back toward 6.4%, a protein basket that's as mixed as ever, and a labor force participation rate at its lowest since 1977. They cover tariff risk, demand destruction, the federal deficit, gold repatriation, Iran sanctions, Trump's stablecoin controversy, and whether a recession is already baked in. If you want the charts, the context, and the unfiltered take — this is it. 🎙️ Hosted by Kobi Tirey | Featuring Banker Bill 📅 Recorded April 14th, 2025 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kobitirey.substack.com [https://kobitirey.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Capital Rules Everything Around Me — Beyond Supply & Demand With Affordable NYC Housing Developer Teghvir Sethi

Banker Bill wanted someone to answer for Mayor Mamdani's paradoxical housing policies, but he got more than he bargained for with our guest, Affordable NYC Housing developer Teghvir Sethi. Democratic strategist Kobi Tirey just enjoyed his popcorn. Econ 101? Supply & Demand? That's kids' stuff. This is New York: Capital Rules Everything Around Me. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kobitirey.substack.com [https://kobitirey.substack.com?utm_medium=podcast&utm_campaign=CTA_1]