179 - Inflation Forced the Fed’s ...

179 - Inflation Forced the Fed’s Hand On Interest Rates | IINsights

Explicit
AI
Roaming Returns by Tim & Carmela
E179
Sep 22, 2026
48:47

Episode notes

This week’s episode digs into the Fed’s latest rate hike, the inflation data behind it, and why the consumer spending numbers may not be as strong as they look on paper.

We also cover this week’s Top 5 ex-dividend picks and a portfolio update involving Skyworks, dividend suspension risk, and reallocating capital into income-producing positions.

The headline says consumers are still spending. The details say everything just costs more.

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Keywords

Dividend Investing
Value Investing
Portfolio Update
Federal Reserve
Interest Rates
Investing Insights
inflation
economic news
retail sales
portfolio management