Michael Faulkender | 02-28-26
Feb 28, 2026•7 min
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Episode description
Michael Faulkender argues that current market volatility and high energy prices are merely temporary symptoms of geopolitical friction that will subside once military objectives are achieved and global oil supplies stabilize. A central theme is the optimistic outlook on declining mortgage rates, which the speakers attribute to a transition away from inflationary pressures toward a growth-oriented agenda.
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