Know Your Risk Podcast What if the Tariffs Get Repealed?
Nov 5, 2025
The hosts dive into how repealing tariffs could shake up corporate profits and federal deficits. They highlight the stark contrast between economic growth and the cost-of-living crisis affecting many Americans. The discussion touches on the role of social media in shaping political polarization and emphasizes the need for a unifying American identity. They also critique elite misconduct that erodes public trust and advocate for a return to classical education and strong work ethic to boost national competitiveness.
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Tariff Repeal Has Complex Market Effects
- Repealing tariffs won't crash the market like a tank off a cliff; it's more nuanced and cyclical.
- Tariff removal can boost corporate income and widen deficits, creating stimulative but complex effects.
Model Deficit Impact Before Policy Changes
- Expect deficits to rise if tariff revenue disappears and factor that into macro planning.
- Consider the possibility of repayments and longer-term fiscal holes when modeling outcomes.
Snapchat Bet Linked To Youth Habits
- Zach and Chase discuss buying Snapchat as a speculative play tied to youth habits and Perplexity.
- They note revenue growth, Perplexity partnership, and potential equity upside create an attractive asymmetric bet.