Kris Kraus

Joining the discussion is Kris Kraus, a seasoned managing director and portfolio manager at Pimco, specializing in consumer debt investments. He provides insight into how tariffs are affecting consumer spending and debt, from mortgages to auto loans. Kraus highlights the resilience of consumers amidst inflation and the potential warning signs in upcoming earnings from credit card companies. The conversation also delves into the disconnect between stock market performance and real economic conditions, providing a nuanced look at consumer financial health in turbulent times.