The Truth about Tariffs: The Ultimate Guide t...

Episode Description:This was one of those interviews where James thought he was talking about leadership—and realized halfway through that he was really talking about responsibility.Jocko Willink doesn’t use buzzwords. He doesn’t soften the message. He talks about ego, blame, and ...  Show more

Episode Description:This was one of the most intense conversations James ever recorded.This archive conversation captures David Goggins at the moment Can’t Hurt Me was launching — before the mythology around him fully formed. What makes this episode powerful is how grounded it is ...  Show more

President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest h ...

Everything is getting more expensive, and it’s not just inflation. The U.S. just slapped massive tariffs on Mexico, Canada, and China, and that means your grocery bill, your next car, and even your favorite bottle of tequila are all about to cost way more. But why is this happeni ...  Show more

Our Global Head of Fixed Income and Thematic Research explains why President-elect Trump’s proposed tariff plans may look different than the policies that are ultimately put in place.

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Welcome to Thoughts on the Market. I ...

Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.

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Welcome to Thoughts on the Market. I’m Jam ...