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Are We in an AI Bubble? | Macro Mondays: October 20, 2025 || Andreas Steno and Mikkel Rosenvold

Real Vision: Finance & Investing

00:00

How Big a Risk Are Tariffs to Q4 Growth?

Mikkel asks about tariff risk; Andreas estimates tariff revenue would be a 0.3–0.4% GDP shock—manageable and overemphasized.

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