This podcast episode of "Lots More" discusses recent economic trends and the impact of potential government policy changes. The hosts and guest analyze the slowing economy, focusing on indicators like initial jobless claims, housing starts, and 10-year Treasury yields. Jon Turek, an expert guest, highlights the uncertainty surrounding new tariffs and their potential impact on inflation and corporate behavior, noting that the current economic climate is more vulnerable to shocks than in previous years. The discussion also touches upon the re-emergence of the inverse correlation between stocks and treasuries and the lingering effects of the post-COVID world on corporate pricing strategies. Listeners gain insight into current economic conditions and potential future developments.
