RiskReversal Pod Tariff Turbulence For Fed's Soft Landing Hopes + The Future of Trust w/ Rick Heitzmann and Dashlane's John Bennett
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May 8, 2025 Joining the discussion are Danny Moses, host of the On The Tape podcast, sharing market insights on tariffs and economic indicators; Rick Heitzman, founding partner at First Mark Capital, who dives into the evolution of tech investments and cybersecurity trends; and John Bennett, CEO of Dashlane, elaborating on password-less security measures. They explore the Fed's recent policy impacts, the challenges businesses face amid tariffs, and the rise of AI in cybersecurity, highlighting the critical balance of security and user trust in today's digital landscape.
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Fed Highlights Tariff-Induced Uncertainty
- Fed Chair Powell emphasized economic uncertainty mostly due to tariffs affecting inflation and unemployment.
- He warned tariffs jeopardize the soft landing and called for clarity soon to aid decision making.
US AI Export Curbs Under Pressure
- The Biden administration imposed strict export curbs on AI-related tech to prevent adversaries access.
- The policy's rollback signals political compromise but weakens US national security bargaining power.
Emphasize Stock Picking Skills
- Investors should practice precise stock picking and understand what they own amid market uncertainty.
- Taking advantage of short-term moves in sectors like semiconductors can mitigate risks.