Mike, Michael, and Tim open with a discussion of the missing economic data and what that means for understanding the current economy. Tim explains that while unemployment remains low and markets are strong, uncertainty looms because key government reports haven’t been released. Mike argues that the apparent strength is concentrated almost entirely in AI and tech stocks, raising fears of an unsustainable bubble. Michael agrees the boom feels narrow and risky, warning that layoffs and overinvestment could lead to a painful reckoning. Tim counters that disruptive innovation has always produced temporary upheaval before lasting growth, while Mike remains unconvinced, seeing both short- and long-term dangers in overreliance on speculative AI promises.
Next, the guys turn to presidential pardons and the controversy over Biden’s use of an autopen. Michael denounces Trump’s mass pardons and commutations—including for January 6 participants, George Santos, and crypto billionaire Changpeng Zhao—as blatant corruption and transactional politics. Tim replies that excessive pardons are less worrisome than politically motivated prosecutions, blasting the “lawfare” against Trump and the intelligence community’s role in the Russia investigations. Michael pushes back, saying Russian interference was real and arguing that unchecked pardons—by any president—undermine accountability. Mike joins in, condemning Trump’s self-enrichment through crypto ventures and suggesting the pardon power should be subject to congressional override. The three clash sharply over Trump’s motives, Biden’s anticipatory pardons, and how to restore consistent standards of justice.
After that, the hosts debate Biden’s cognitive decline, Kamala Harris’s rise, and the “No Kings” protests. Tim says Harris’s nomination lacked democratic legitimacy and that Democrats missed an opportunity for a real contest. Michael sees the protests as expressions of democratic frustration and solidarity, while Mike jokes that the entire argument over who “loves America” most is meaningless posturing. The exchange veers into civics, cynicism, and gallows humor about patriotism and protest culture.
The guys close with rants and recommendations. Mike praises the Netflix series Boots for its realistic portrayal of Marine Corps boot camp and reflects on how the Corps reshaped his life. Tim jokes about Christmas decorations crowding out Thanksgiving, then earnestly recommends military service as a transformative experience. Michael laments the commercialization of college sports, calling for football and basketball programs to become separate for-profit entities and preserve academic integrity. The discussion ends with friendly sports talk, optimism, and weary affection for the teams that keep letting them down.
Check out <a href="https://professortimkane.substack.com/">Tim’s Substack</a> 
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Check out the excellent <a href="https://splanetpod.com/">Sustainable Planet</a> podcast.
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