Mitchell Hartman, a Marketplace reporter specializing in industrial production, joins Jonathan Secreta from CFRA Research, an analyst focused on manufacturing and trade. They discuss how tariff fears are reshaping discretionary spending, turning fun splurges into stress purchases. The conversation touches on a mixed manufacturing report, Bitcoin's fluctuating status as 'digital gold,' and the recovery efforts for community members affected by California wildfires. Listeners gain insights into the emotional and economic dynamics driving contemporary consumer behavior.