Inflation is back at 4.2%, the Fed is suddenly looking less “patient” and more “are we doing this again?," mortgage rates are flirting with the wrong side of uncomfortable, and the bond market is basically standing in the corner whispering, “I told you so.” In this episode, Chris, Saied and Rajeil break down the latest CPI print, why 7% mortgage rates may not be off the table, how today’s inflation setup is starting to rhyme a little too hard with the 1970s, and why the market is still partying like AI, SpaceX, and IPO hype can solve every macro problem. Spoiler: they cannot. Also, somehow, we get from Fed policy to stolen oil tankers, WWE nostalgia, ear holes, and anonymous bags of dicks. Welcome back to The Higher Standard.

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