Know Your Risk Podcast Are Tariffs Starting to Hit the Data?
Jun 4, 2025
Zach and Chase dive into the shifting landscape of tariffs and their effects on the economy. They tackle the allure of gold as a safe haven amid rising national debt and fiscal stimulus. Inflation and government spending come under scrutiny, highlighting the need for urgent economic reforms. They also discuss concerning job reports and construction trends that signal a cautious outlook. Finally, they engage in a spirited debate about investment strategies, weighing the risks of cryptocurrencies against traditional assets.
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US Dollar Nears Multi-Year Low
- The US dollar is approaching a significant weekly closing low not seen since March 2022.
- This decline signals potential major shifts in currency markets and economic trends.
Gold Demand Rising With Stimulus
- With global fiscal stimulus increasing, the demand for gold may rise as bond buyers decline.
- This dynamic could drive gold prices higher due to limited sellers and increased buyers.
Inflation Driven by Confidence
- Inflation is driven by confidence and psychological factors, not just by monetary inputs.
- Central banks lack a precise control button for inflation, making policy responses challenging.