The Economic Impact of Trump's Tariffs

Mina Fader, Managing Director of the Baker Retailing Center at the Wharton School, offers insights on how inflation, inventory strategy, consumer spending habits, and the renewed importance of in-store experiences are shaping the outlook for holiday retail performance.<hr><p styl ... Show More

Kevin Werbach, Wharton Professor of Legal Studies and Business Ethics, explores the goals, limits, and broader national context of California’s newly enacted AI child-protection bill and what it signals for future regulation and industry responsibility.<hr><p style='color:grey; f ... Show More

Ezekiel Hernandez, Wharton Management Professor, explains new research co-authored with Britta Glennon revealing how limits in the H-1B visa program push companies toward targeted M&A activity as a strategic response to skilled labor shortages. Hosted on Acast. See acast.com/priv ... Show More

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Tr ... Show More

Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down how Trump determined the tariff rates, what the tariffs will do to company earnings and the real economy, and offer advice on how to deal with t ... Show More

Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore ... Show More

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see t ... Show More

This week, we ask what it is exactly US President Donald Trump may be trying to accomplish with his tariff threats and trade wars. Stephanie Flanders, Bloomberg’s head of government and economics, is joined by Anna Wong, chief US economist at Bloomberg Economics, and Bloomberg re ... Show More

<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&amp;A activity, and the role of activist investors in corporate strategy.&nbsp;</p><br><p>A great conversation connecting corporate finance theo ... Show More

Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scaramucci returns to the show to identify what promises Trump will or won't keep, share what he thinks about Elon’s role in the campaig ... Show More

US President Donald Trump’s tariff strategy is reshaping trade, diplomacy, and the American economy. The levies have sparked turmoil in financial markets, but are already bringing in billions of dollars in revenue for the US Treasury. So far, the global economy has held up better ... 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

Feel free to email Evergreen Capital at:info@evergreencap.comwww.evergreencap.comThe Impact of the Trump Administration on Alternative InvestmentsThis episode discusses how the Trump administration's policies are expected to impact alternative investments, particularly private eq ... Show More