Why Bill Ackman & Jamie Dimon may be wrong about tariff inflation

Why Bill Ackman & Jamie Dimon may be wrong about tariff inflation

Just like that, hope for the economy tied to the Trump administration's pro-business policies, such as tax codes, have gone up in smoke. In its place is an almost baseline scenario on Wall Street that the US economy will slip into a recession amid bruising new tariffs, while some sources we have talked to suggest the US economy is already in a mild recession and others have voiced concerns about a depression. Federal Reserve Chairman Jerome Powell has acknowledged the challenges the US economy may face this year as tariffs ripple through global supply chains. He also has hinted the Fed’s hands may be tied with respect to an economic slowdown response. Yahoo Finance Executive Editor Brian Sozzi sits down with veteran economist and Independent Institute senior fellow Judy Shelton to get her perspective on the state of the economy as it has been shocked by the Trump administration. Shelton is a long-time critic of Fed policy, and she weighs in on what Powell & co. may do next. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

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The harsh reality of music streaming: Busta Rhymes

The harsh reality of music streaming: Busta Rhymes

Yahoo Finance Executive Editor Brian Sozzi sits down with Hip-hop icon Busta Rhymes to discuss his latest album and the evolution of his decades-long career. Learn more about your ad choices. Visit me...

10 Syys 25min

Weight loss is just the beginning of GLP-1's: Novo Nordisk CEO

Weight loss is just the beginning of GLP-1's: Novo Nordisk CEO

Yahoo Finance Executive Editor Brian Sozzi chats with Novo Nordisk CEO Mike Doustdar about the true timeline for how GLP-1s will impact the food and airline industries, and what the future of weight l...

7 Syys 36min

How Amazon is transforming your Whole Foods run: CEO

How Amazon is transforming your Whole Foods run: CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with Amazon Worldwide Grocery Stores Vice President and Whole Foods Market CEO Jason Buechel to discuss how Amazon's latest tech is reshaping the ...

3 Syys 31min

Why you need an AI agent workforce today: Open Machine CEO

Why you need an AI agent workforce today: Open Machine CEO

Open Machine CEO Allie K. Miller talks to Yahoo Finance Executive Editor Brian Sozzi about the rapid evolution of artificial intelligence and the critical shift from standard chatbots to autonomous AI...

31 Elo 33min

The American lawn has a millennial problem: ScottsMiracle-Gro CEO

The American lawn has a millennial problem: ScottsMiracle-Gro CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with ScottsMiracle-Gro CEO Nate Baxter to discuss why the 160-year-old brand is radically reinventing itself as a "lifestyle" company. Learn more a...

27 Elo 28min

How Olipop is beating big soda at its own game: Fmr CEO

How Olipop is beating big soda at its own game: Fmr CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with Olipop co-founder and former CEO Ben Goodwin to discuss why traditional full-calorie soda might be a thing of the past, and how Olipop reclaim...

24 Elo 37min

AI bots may soon be spending your money: Mastercard CEO

AI bots may soon be spending your money: Mastercard CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with Mastercard CEO Michael Miebach to discuss how the global financial network is preparing for agentic commerce and the rollout of secure "Agent ...

20 Elo 34min

Why indie games are the next big tech investment: Gaming CEO

Why indie games are the next big tech investment: Gaming CEO

Griffin Gaming Partners Co-Founder Peter Levin chats with Yahoo Finance Executive Editor Brian Sozzi about managing over $1.6 billion in gaming investments, the massive untapped potential of indie spo...

17 Elo 27min

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