Debt service is now consuming a massive share of the federal budget — and that has serious implications for economics, the broader economy, and how we think about long-term budgeting in America.
In this episode of The Mark Haney Show, economist and wealth manager Sanjay Varshney breaks down what’s really happening beneath the headlines.
We cover:
• Why the U.S. economy proved more resilient than expected
• What seven Federal Reserve rate cuts actually mean
• The AI investment boom and its impact on productivity
• Why the bond market may matter more than the stock market
• Housing affordability, labor market shifts, and market concentration
• And the biggest risks facing the economy in 2026
Is America positioned for steady growth — or building up structural pressure?
This conversation unpacks the good, the bad, and the ugly of today’s economic landscape with clarity, data, and perspective.
If you care about markets, investing, business, AI, housing, or where the economy is headed next, this episode is essential viewing.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.