【聊了什么】
美国经济究竟是好是坏？一边是各大公司纷纷裁员，物价持续上涨，民众叫苦连天；另一边却是股市高歌猛进，AI叙事如火如荼。本期节目我们和《起朱楼宴宾客》主播大卫翁，在狂喜播客节远程连线，探讨美国经济体感与宏观数据之间的巨大鸿沟。尽管经济前景充满不确定性，美国股市却在AI叙事的驱动下持续上涨，将科技巨头、普通投资人都绑上了一艘“大船”。这艘船能航行多久？
本期节目录制于美国时间11月1日晚间。
【支持我们】
如果喜欢这期节目并希望支持我们将节目继续做下去：
也欢迎加入我们的会员计划： https://theamericanroulette.com/paid-membership/
会员可以收到每周2-5封newsletter，可以加入会员社群，参加会员活动，并享受更多福利。
合作投稿邮箱：[email protected]
【时间轴】
03:35 美国政府还要持续多久
11:57 - 美国经济真的差吗？各行业体感差异巨大
28:56 矛盾的宏观数据：经济增长与就业疲软并存
37:44 特朗普对美联储和经济数据统计机构的挑战
44:15 美联储的独立性从何而来？
57:01 经济下行，为何美股持续上涨？除了AI还有什么原因？
1:08:17 听众问答
【我们是谁】
美轮美换是一档深入探讨当今美国政治的中文播客。
我们的主播和嘉宾：
王浩岚：美国政治爱好者，岚目公众号主笔兼消息二道贩子
Talich：美国政治和文化历史爱好者
小华：媒体人
【 What We Talked About】
Is the American economy doing well or poorly? On one hand, major companies are laying off employees left and right, prices continue to rise, and people are complaining bitterly. On the other hand, the stock market keeps surging ahead, and the AI narrative is in full swing. In this episode, we connect remotely with David Weng, host of 《起朱楼宴宾客》, at the 狂喜 Podcast Festival to explore the enormous gap between how the American economy feels on the ground and what macroeconomic data shows. Despite widespread economic uncertainty, the US stock market continues to climb driven by the AI narrative, tying tech giants and ordinary investors alike to the same "ship." How long can this ship keep sailing?
This episode was recorded on the evening of November 1st, US time.
【Support Us】
If you like our show and want to support us, please consider the following:
Join our membership program: https://theamericanroulette.com/paid-membership/
Support us on Patreon: www.patreon.com/americanroulette
Business Inquiries and fan mail: [email protected]
【Timeline】
03:35 How long will the American government last?
11:57 Is the American economy really struggling? Vastly different experiences across industries
28:56 Contradictory macroeconomic data: Economic growth coexisting with weak employment
37:44 Trump's challenges to the Federal Reserve and economic statistics agencies
44:15 Where does the Federal Reserve's independence come from?
57:01 Why does the US stock market keep rising amid economic decline? What other factors besides AI?
1:08:17 Listener Q&A
【Who We Are】
The American Roulette is a podcast dedicated to helping the Chinese-speaking community understand fast-changing U.S. politics.
Our Hosts and Guests:
Talich：Aficionado of American politics, culture, and history
王浩岚 (Haolan Wang): American political enthusiast, chief writer at Lán Mù WeChat Official Account, and peddler of information
小华 (Xiao Hua): Journalist, political observer
