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On today’s show, we discuss:

• It's time to cut rates

• Apartment List national rent report 

• The Fed looks through a great inflation print 

• Restaurants are having their biggest year ever 

• Big difference between Small Cap and Large Cap valuations in the S&P 500

• A critical check on consumer sentiment

• Apple Intelligence is right on time 

• An interview with Daniel Gross and Nat Friedman about Apple and AI

• U.S. Home Prices Hit Another Record High, But Mortgage Rates Are Starting to Decline-Which Could Give Buyers Relief

• Americans are still adventurous, they just hate moving 

• The C Word

• Big jump in insurance costs strikes condos

• Pixar's 'Inside Out 2' Scores Biggest Opening Weekend Since 'Barbie'

Listen here:

Recommendations:

• Dark Matter

• Presumed Innocent

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