The markets are rattled. Tariffs are rising. Investors are pulling back.
In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.
Plus:
- Whether Bitcoin becomes a safe haven
- What makes this downturn different from 2022 and 2020
- Why a potential recession still isn’t priced in
- Whether Congress can take the tariff button away from Trump
And yes, Ram coins a new term: FAFO tariffs 😀
Sponsors:
Hosts:
Links
Tariffs:
10-year yield and the Fed
2008 Market Crash
Can Congress Step In?
Timestamps:
👋 0:00 Intro
📉 3:30 Why this selloff feels nothing like 2022 or 2020
🪞 8:41 Why buying signals could be a mirage
🤔 11:28 Is the bear market already priced in? What investors are missing.
🏚️ 14:35 Could this turn into a fall “2008 scenario”? And what real buyers are doing now
🧮 25:57 Why Trump’s tariff math is wrong, and how it will create problems for the administration
📈 36:15 Why Trump wants the 10-year yield down, and why he’s failing
🛟 39:59 What counts as a safe haven right now, and is bitcoin one of them?
🏦 52:42 Can the Fed stand up to Trump’s pressure to cut rates?
🚫 57:56 Trump thinks that the trade deficit is a profit/loss statement. Why that’s a problem.
⚖️ 1:01:19 Can Congress pull Trump’s tariff authority?
💵 1:06:32 Can stablecoins save dollar demand?
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