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How are tariffs impacting the economy thus far?
Episode 194
Published 1 year, 1 month ago
Description
Today, Darius breaks down July’s CPI data, the impact of Trump’s tariff regime, and why the Fed’s reaction function still risks compounding policy mistakes. We discuss how small business sentiment, growth resilience, and the U-shaped economy thesis fit into the current market regime—and what that means for positioning with KISS and Dr. Mo.