Marko Bjegovic

Yuri Khodjamirian, CIO of Tema ETFs, leads a dynamic panel that includes economist Adam Ozimek and research expert Marko Bjegovic. They dive into the shifting landscape of tariffs and their impact on the U.S. economy. Topics include the push for reshoring as companies respond to economic uncertainty, the effects of tariffs on supply chains, and the negotiation challenges between the U.S. and China. The discussion highlights how these factors are reshaping consumer behavior and the future of domestic manufacturing amid rising inflation.