Thank you for all the cards and letters. The Inflation Guy dropped in today, to talk about the AI Menace as well as yesterday's CPI report and the near-term trajectory of inflation. This is not a return to a full-time podcasting schedule, but it's at least a positive sign!

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (February 2026)” (https://inflationguy.blog/2026/03/11/inflation-guys-cpi-summary-february-2026/ )

Apollo-sourced chart on New Business Formation: https://inflationguy.blog/wp-content/uploads/2026/03/apollo-newbiz-formation-chart.jpg

Robert J. Shiller: Narrative Economics: How Stories Go Viral and Drive Major Economic Events (https://amzn.to/4lqIXFv)

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Ep. 154: AI, Iran, and CPI