I wanted to share my latest appearance on the RiskReversal Podcast / MRKT Call. In this episode Dan and I dive deep on the tariff math, where we likely end up and how it could affect the global economy.
It’s a wide ranging 50 minutes where we of course discuss the latest tariff news, but also the recent disconnect between equity market exuberance in the late stages of this rally and the mediocre economic data it’s taking place in. Hope you enjoy!