Episode Details
| Title | Will tariffs lead to a recession? |
|---|---|
| Date | 4/23/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $DOMESTIC - Increasing focus on domestic production is likely to be beneficial regardless of how trade policies evolve, given the current uncertainties in global trade.
- “None of the outcomes on the table are ones where you would wish you'd focused more on offshoring or hadn't been focused on figuring out how you could do more domestically.” - Oren (22:56)
Bearish:
- 🔻 $US_GROWTH - 🔒
- 🔻 $INVEST - 🔒
- 🔻 $EQUITIES - 🔒
- 🔻 $CONS_DISC - 🔒