In episode 424 of the BE SMART podcast, Jared and Cameron discuss why EJ Antoni is not the “perfect guy at the perfect time to run the BLS,” as well as the Federal Reserve chair search and how Trump may have found his Caligula’s horse in Handsome Jim Bullard. They also get into CPI and the likelihood for a rate cut next month, the pause on US-China tariffs, and where things stand with gold, the AI craze, and crypto as the summer winds down.