The Compound and Friends cover image

Liberation Day, Goldman Gets Bearish, Falling Knives

The Compound and Friends

CHAPTER

Economic Uncertainty and Market Dynamics

This chapter explores the approaching 'Liberation Day' and the implications of anticipated tariffs on the economy and labor market. The speakers discuss skepticism regarding the administration's optimistic outlook and highlight critical economic indicators, such as nonfarm payrolls and GDP forecasts. Through in-depth analysis, they address concerns around rising tariffs, inflation, and the resilient yet volatile stock market, particularly focusing on the performance of key sectors and companies.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner