Tariff and Tax Vacillation

Today's Post - https://bahnsen.co/4u0yp3O David argues there is growing, often uninformed media hysteria about private asset markets that affects everyone and conflates many separate issues into one negative narrative. David says the Dividend Cafe aims to deliver truth in a disce ...  Show more

Brian Szytel reviews a mixed Thursday market session with the Dow slightly up, the S&P 500 down about 0.5%, and the Nasdaq down about 1.2%, highlighting value’s outperformance versus tech. He discusses Nvidia’s heavily anticipated earnings beat (including guidance) but notes the ...  Show more

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ...  Show more

President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss: - The market’s extreme reactions to tariff news. - China’s “ ...  Show more

Trump’s tariffs will hurt U.S. consumers and industries, leading to higher prices, fewer imports, and potential recession, while discussing their legality.Go to https://get.stash.com/gold to see how you can receive $25 towards your first stock purchase and to view important discl ...  Show more

Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journal columnist covering the automobile industry, joins the show to break down how the auto tariffs will impact the car industry and t ...  Show more