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So the story doesn't have to be a hard landing next year, but I think certainly it'll be one of

further deceleration and the consumer itself I think kind of moved through

that savings they built up from the COVID fiscal stimulus.

Hello and welcome to the Baron's fiscal stimulus.

Hello and welcome to the Barron Streetwise Podcast. I'm Jack Howe and the voice you just heard is Adam Abbiss.

He's a co-head of fixed income at Oakmark, which means, among other things that he manages bond portfolios.

In a moment, he'll talk about the relative attractiveness of bonds and other income investments,

plus some other stuff.

He does not have a rosy view of stocks.

What he does have is a prediction on mortgage rates.

That's coming up.

First, I'll say a few words about solar power and cheese puffs.

Listening in is our audio producer Jackson. Hi Jackson.

Cheese puffs, really?

Questions are pouring in.

People are, I'm hearing from all corners of the globe,

people are saying enough about artificial intelligence and the magnificent seven and

...