Rubber Meets The Road Economics: Exploring the forces shaping our economy with P

With the 10-year Treasury yield above 5%, housing showing signs of distress, and the Federal Reserve meeting October 28, investor Hunter Craig asks University of Virginia Professor Edwin Burton what is happening in the economy. Burton compares today's credit markets to the spring and summer of 2007 and walks through what he sees as early cracks in AI data center financing: SoftBank's high-yield bond deal, bonds from data center companies trading at 12%–15% yields, and a sharp widening in credit

Investor Hunter Craig and University of Virginia economist Professor Edwin Burton break down this week's global bond sell-off, what the Fed is likely to do with rates next week, and why Professor Burton says the national debt could consume 80% of federal tax revenue within a decade. Long Description Recorded September 10, 2026 — just days before the Federal Reserve's next rate decision — this episode finds host Hunter Craig and University of Virginia economist Professor Edwin Burton diggin

We're re-sharing a conversation recorded the day after the July 30th Fed meeting, between Mark Loehr, CEO of Open Exchange, and Professor Ed Burton — Mark's Econ 101 professor turned friend of 45+ years. Two people who go deep fast. The thesis: for the first time in recent memory, the Fed set its rate below where the market wanted it. To defend that rate, Burton argues, the Fed now has to print its way out — and money supply is the inflation story almost no one is telling. Burton and Loehr thin

Six months ago, the Fed dot plot was pointing toward rate cuts. The consensus on Wall Street, in academia, and in financial media was convergent: relief was coming for borrowers. Professor Edwin Burton saw it differently. In this episode of Rubber Meets the Road Economics, Burton — one of the University of Virginia's most respected financial economists — returns to explain why that consensus has now fully reversed, and what it signals for the months ahead. The Fed held its target this week at 3

Investor Hunter Craig sits down with Professor Edwin T. Burton of the University of Virginia on Fed meeting day — March 17, 2026. The Federal Reserve is expected to hold rates steady, and Professor Burton explains why there is no path to lower rates without triggering inflation. From there, the conversation ranges across the Iran war’s muted effect on oil markets, a dangerously weakening U.S. economy, and the deep structural vulnerabilities in both public equities and private credit. The episod

With the Dow crossing 50,000 and AI capital spending reaching historic levels, are we in a bubble—or at the dawn of a new economic era? This week, investor Hunter Craig sits down with Professor Edwin Burton of the University of Virginia to unpack the real economics behind the AI hype. Professor Burton explains why the software sector got hammered after new AI coding tools launched, where AI truly excels (and where it’s dangerously overrated), and why the companies leading the AI race today may n