About this episode
Feb 7
From the Archive: Jocko Willink | Discipline Equals Freedom
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
1h 28m
Jan 31
From the Archive: David Goggins - Embrace the Suck
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
1h 46m
Jan 23
From the Archive: Tim Ferriss on Possibility, Mentors, and the DISS Learning Framework
Episode Description:This second installment of “From the Archive” returns to James’s early, unfiltered conversation with Tim Ferriss. They unpack how to market by creating newsworthy moments (including a frigid book-launch fiasco turned lesson), how to learn anything using Tim’s ... Show More
1h 35m
Nov 2024
How inflationary are tariffs, really?
<p>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 ... Show More
14m 41s
Mar 2025
Tariffs Are Screwing Your Wallet—Here’s How to Fight Back
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
31m 33s
Dec 2024
What Investors Should Know About Trump’s Tariffs
3m 39s
Feb 2025
How Do Tariffs Affect Currencies?
4m 7s
Jul 2025
Fashion Braces for Impact as Trump Tariffs Returns
After turning to other matters for a few weeks, President Donald Trump has reignited his aggressive tariff strategy, threatening sweeping new duties on key fashion-producing nations starting Aug. 1, as well as a fresh set of new levies on the EU, Brazil, South Korea and other tra ... Show More
19m 28s
May 2025
Stephen Miran Talks Tariffs, Inflation
The White House's chief economist, Stephen Miran, believes that tariff increases will not have a lasting impact on US inflation, citing the limited effect of imports on the economy. “Imports are only 14% of the economy — the ability of those types of things to move the needle on ... Show More
7m 9s
Jul 2025
Coming Soon: The Tariff Hit on Economic Data
4m 25s
Apr 2025
Trump's Tariff Gamble EXPLAINED with Chamath
YERRR BONUS EP - the guys needed to get a breakdown of what was going on in the financial world so they brought in Chamath Palihapitiya from the All-In Podcast to explain to us what's going on with the tariffs, the economy, Trump and much much more. INDULGE 00:00 Rant! 00:43 What ... Show More
1h 36m
Apr 2025
Trump's tariffs make no sense, and will backfire hard on the US economy
In what he called "Liberation Day", Donald Trump imposed heavy tariffs on countries around the world, falsely claiming they were "reciprocal". In reality, the taxes on imports were based on the US trade deficit with other nations. Ben Norton explains how the Trump administration' ... Show More
37m 58s
Apr 2025
Trump Tariffs: Everything You Need to Know
This is a special edition of the Bloomberg Daybreak: US Edition podcast.
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On today's episode:
President Donald Trump imposed the steepe ... Show More
21m 40s
Notes from James:
I’ve been seeing a ton of misinformation lately about tariffs and inflation, so I had to set the record straight. People assume tariffs drive prices up across the board, but that’s just not how economics works. Inflation happens when money is printed, not when certain goods have price adjustments due to trade policies.
I explain why the c ... Show More
<p>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.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I ... Show More
<p>Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Jam ... Show More
<p>U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – and when – that might change.</p><p><br></p><p>Read more <a href="https://www.morganstanley.com/ideas?cid=mg-SM_CO ... Show More
