Leave the 25, Take the Cannoli Rational Dissent Episode 017 Hot inflation has turned a quarter-point Fed hike into the "dovish" option amid an internal FOMC family fight, while Jensen Huang’s sudden exit and booming AI debt issuance leave markets bracing for higher rates rather than a tech slowdown. Available on YT, Spotify, Apple, Overcast, etc Chapters 00:00 - Intro: Hot CPI Puts a 50-Basis-Point Hike on the Table 02:24 - Breaking Down the Inflation Report & Sticky CPI 06:29 - Fed Rate Odds, Crude Oil Correlation & Nominal GDP 10:39 - The FOMC "Family Fight" & Forward Guidance Vacuum 15:44 - What a Divided Fed Means for Bonds, Stocks & Housing in 2027 19:50 - Why "The Market Doing the Fed's Work" Is a Dangerous Narrative 21:50 - Jensen Huang’s Resignation, Anthropic's IPO & AI Debt Issuance 28:41 - Data Center Pushback: Tax Revenue vs. Potholes & Local Politics 32:06 - Outro