Episode Details

This week, Dave Spano and Dr. Brian Jacobsen break down the political crosscurrents driving market anxiety, from the abrupt pause of Kevin Warsh’s nomination hearing and a stunning regime change in Hungary to stalled U.S.–Iran talks and the ongoing issues with the Strait of Hormuz. They connect the dots to an economy showing strain: softer housing data, rattled small businesses, cautious hiring, rising input costs, and a Beige Book dominated by uncertainty. The picture isn’t quite recessionary, but it’s far from healthy. Plus, former Navy SEAL John Choate joins the show to share firsthand perspectives from overseas and how geopolitics looks when you’ve seen it up close.