#29 - The Real Cost of Tariffs
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#29 - The Real Cost of Tariffs
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About this listen
Jeff and Arish reunite to discuss recent market volatility, tariff developments, and the economic impact of global trade. Includes insights on interest rates, credit spreads, and the evolving role of U.S. manufacturing. They explore why markets dropped sharply and then rebounded, what the data says about inflation pressures, and how investors can navigate uncertainty.
Watch on Youtube: https://www.youtube.com/watch?v=xxxnwDeHQtw
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