Macro Hive Conversations With Bilal Hafeez cover image

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

Macro Hive Conversations With Bilal Hafeez

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Inflation, Tariffs, and Consumer Pass‑Through

Ken discusses mixed inflation signals and how tariffs act as a consumer tax that firms pass on.

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