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EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On

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Tariffs and Market Dynamics

This chapter examines the various impacts of potential tariffs on key industries, including housing, automotive, and software sectors. It discusses how companies like D.R. Horton and Amazon are navigating the challenges posed by increased costs and shifting consumer behaviors. The conversation also highlights the resilience of certain businesses, especially those less exposed to economic fluctuations, and emphasizes the importance of understanding long-term market trends.

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