A podcast on how tariffs stoke uncertainty and investor anxiety, putting our financial credibility at risk. “It’s as much a question of psychology as it is of economics.”

Key takeaways from my conversation w/ Jay Sapsford:

Triple Market Warning – Stocks, bonds, and the dollar are falling together. That should be a source of ‘apprehension.’

Tariffs Send Mixed Signals – Economic nationalism may play well at home, but globally it raises doubts about U.S. reliability.

Losing the Privilege – The U.S. has long benefitted from the dollar’s dominance. That status was never guaranteed.

Policy Risk Is the New Market Risk – When investors worry more about Washington than war or pandemics, something’s broken.

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