Brian Glenn previews the FOMC decision and what he’s watching, including dissension around the cut. He covers how mortgage rates could move after a 25 basis point cut. Turning to the dual mandate, he talks about the intersection of inflation and growth, and pitches “growing our way out” as a potential answer to U.S. debt. He also argues that AI isn’t a bubble, and why. He likes Meta Platforms (META), Boeing (BA), and GE Vernova (GEV).