The Rundown

Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversation also dives into tariffs, affordability, and why cost-driven inflation hits households differently than demand-driven price spikes.

Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down how this family-owned medical-supply giant built a massive moat, why its CEO calls it the “Costco of Healthcare,” and the risks investors should be watching.

Market update for December 19, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Economists question the quality of the inflation dataNike beats earnings but warns of weaker sales and margin pressureTikTok moves closer to a U.S. spinoff with Oracle-led investorsCoreWeave joining the federal government’s AI “Genesis” missionMaybe the greatest fun fact in this show’s history

Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we discuss:Oracle’s data center financing concernsA cooler-than-expected CPI reportNetflix’s push into podcasts as YouTube lands the OscarsActivist investor Elliott’s $1B stake in LululemonMicron surging on strong memory demand Instacart drops on FTC scrutiny over dynamic pricingNetflix bringing FIFA video game and big-money trivia

Market update for Wednesday, December 17, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Warner Bros. rejects Paramount bidOpenAI in talks with Amazon for $10B investmentDBV shares soar on peanut allergy drug trial winLennar shares fall on housing profit missWaymo hits $100 billion valuation