Deborah Elms

Matthew Tuttle, CEO and CIO at Tuttle Capital Management, and Deborah Elms, Head of Trade Policy at the Hinrich Foundation, dive into the surge of Bitcoin, which just hit over $112,000 amidst a broader market rally. They discuss the implications of President Trump’s surprising 50% tariffs on Brazilian goods, which rattled markets and strained international relations. Tuttle connects the Bitcoin boom to speculative momentum and institutional interest, while Elms highlights the unpredictable landscape of U.S. tariff policies and their economic consequences.

Ian Goldin, a Professor at the University of Oxford focusing on Globalisation and Development, joins Deborah Elms from the Hinrich Foundation and Steven Erlanger from The New York Times to dissect the impact of Trump's tariffs. They discuss the potential for a global recession, the disproportionate harm to poorer nations, and how U.S. withdrawal reshapes global trade dynamics. Attention also turns to Europe's strategic challenges amid U.S.-China competition, revealing deep insights into the changing landscape of international relations and market stability.

Brian Krawez, President of Scharf Investments, shares insights on market reactions to the recent GDP revision and warns of potential AI valuation bubbles. He discusses the implications of the potential TikTok sale for Oracle and U.S. investor security. Deborah Elms, Head of Trade Policy at the Heinrich Foundation, analyzes President Trump's new tariffs, particularly on pharmaceuticals, warning of their complexity and consumer backlash. She emphasizes the need for trade partners to adapt amidst evolving supply chains and rising economic risks.