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UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579

The Meb Faber Show - Better Investing

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Economic Insights through a Sheep Farm Lens

This chapter explores the economic implications of current trade tariffs and tax increases in the U.S., using a sheep farm as a light-hearted backdrop for discussion. It details how companies may react to tariffs by raising prices, leading to compounded effects on inflation and consumer behavior. Additionally, it highlights a shift in consumer spending from durable goods to experiences, reflecting changing priorities in the wake of remote work.

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