Episode Details

The old order is gone. When will the new one arrive?

(00:14) Asit Sharma and Mary Long discuss:

- How to make sense of “tariff buckets.”

- What a French ethnographer can teach us about the current moment.

- Earnings from Goldman Sachs.

Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.

The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort

Companies mentioned: AAPL, GS

Host: Mary Long

Guests: Asit Sharma, Tim Beyers

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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