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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Inside Revlon's comeback after bankruptcy

Inside Revlon's comeback after bankruptcy

In the world of cosmetics, few companies are as well-known as Revlon. Founded in 1932, Revlon continues to be a significant force in the ever-changing world of cosmetics. However, the company has seen...

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Zscaler CEO warns that AI could spark new cyberattacks

Zscaler CEO warns that AI could spark new cyberattacks

The talk of the past year in tech has centered on what’s coming next for AI. From digital agents to powerful new models, there has been much to discuss and a ton of change. At the same time, one would...

15 Syys 202521min

Inside eBay’s rebirth 30 years after its founding

Inside eBay’s rebirth 30 years after its founding

You may not be able to guess this tech icon going through a rebirth, but here are a few clues. Yahoo Finance data shows this company’s stock trading on a forward P/E ratio of 15.9 times. That’s a disc...

8 Syys 202524min

Liberty Media chair John Malone: Big tech may dominate TV

Liberty Media chair John Malone: Big tech may dominate TV

The media industry has never had a shortage of big-name personalities. Swashbucklers, if you will, are always ready to spend big money on a potential hot film or a prized acquisition. One of the media...

1 Syys 202541min

Chipotle faces wary diners, tech push, big menu bets

Chipotle faces wary diners, tech push, big menu bets

Chipotle (CMG) has only known high growth over the past decade. High growth in terms of new store openings, sales, and earnings. That’s primarily because of the company’s generous portion sizes and me...

18 Elo 202525min

What makes wellness brands go from viral to billion-dollar

What makes wellness brands go from viral to billion-dollar

What does turning a wellness trend into a $1 billion brand take? Yahoo Finance Executive Editor Brian Sozzi gets the answer from SC Holdings co-founder Jason Stein in this episode of Opening Bid Unfil...

11 Elo 202526min

Where this billionaire is betting big next

Where this billionaire is betting big next

There is being a winner in one’s business career, and then there is Ted Leonsis — arguably one of the most successful business people of the past 20 years. The former top tech and AOL executive has pa...

4 Elo 202528min

Why the Trump economy hasn’t plunged into recession…yet

Why the Trump economy hasn’t plunged into recession…yet

Midway through 2025, the economy finds itself in a fascinating position. Despite considerable Trump tariff uncertainty and sticky inflation, the US economy continues to expand. The job market is stayi...

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