Unhedged Make America Gyrate Again
4 snips
Mar 13, 2025 The hosts explore the chaotic effects of Trump's tariff announcements on the U.S. economy. They discuss how political uncertainty is impacting market perceptions, particularly regarding the stability of the dollar. Inflation and the Fed's challenges in navigating monetary policy take center stage. Amidst all this, there's a lighthearted glimpse into their vibrant experiences in Madrid and its culinary delights. Their lively discussion captures the intersection of politics and market dynamics, leaving listeners both informed and entertained.
AI Snips
Chapters
Transcript
Episode notes
Americans Fleeing to Madrid
- Katie Martin mentions an FT article about Americans fleeing to Madrid due to Trump's policies.
- Rob Armstrong jokes about bringing his passport, ready to leave the US.
Market Volatility Mirrors US Experience
- The US stock market's volatility reflects the current American experience.
- The market experiences violent swings, creating uncertainty for financial journalists.
Failed Predictions
- The "American exceptionalism" investment theme, popular at the start of the year, is now performing poorly.
- The predicted market downturn leading to Trump's policy backtracking hasn't occurred.