Inflation is still high. Interest rates are rising. No stimulus checks. The Strait of Hormuz remains a geopolitical risk. Crypto never got the broad alt season many expected in 2025. This is exactly why I’ve spent years showing people how to build an ecosystem not a portfolio. When rates are high, we win. When markets are red, we build wealth. When markets are green, we take profits, stabilize, and create cash flow to prepare for the next downturn. Data doesn’t make promises. It reveals probabilities. Your job is to pay attention and position accordingly. If you can’t buy during a bear market, you likely did something wrong during the bull market. Always take profits. Build cash flow. Protect your capital. Create liquidity you can deploy when fear takes over. You don’t need another promise. You need a system. With love.

Inflation may look different today than it did a few years ago, but it remains one of the most important forces shaping markets. On this episode of The Bid #podcast#, host Oscar Pulido sits down with Helen Jewell and Tom Becker to discuss the drivers of inflation across regions, how AI is influencing demand for energy and infrastructure, and where investors are seeing opportunities and risks. Listen:

Inflation concerns among US consumers are intensifying: ~38% of Americans now perceive inflation as a greater risk than unemployment over the next year, the highest proportion since March 2025. This percentage has risen +13 points over the last 2 months, the biggest 2-month increase in at least 2 years. By comparison, 48% of consumers perceived inflation as a higher risk in July 2024. At the same time, only ~5% see unemployment as a greater risk than inflation over the next year, the lowest reading in at least 2 years. This brings the gap up to 33 percentage points, the widest since February 2025. Inflation remains a major issue for US households.