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

Episoder(249)

Anthony Scaramucci on Trump Slump and crypto crash

Anthony Scaramucci on Trump Slump and crypto crash

Some on Wall Street are calling it the Trump Slump. The president’s signature tariffs were struck down by the Supreme Court, dealing a fresh blow to the White House. Meanwhile, the US economy slowed m...

26 Feb 24min

The playbook behind this company's explosive growth

The playbook behind this company's explosive growth

Before starting his brand in 2013 with his twin brother, Alex Faherty built his business expertise in private equity at powerhouse Cerberus Capital Management. His brother developed top design skills ...

23 Feb 24min

Phoebe Gates is using AI to reinvent shopping

Phoebe Gates is using AI to reinvent shopping

Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Phoebe Gates. Gates — the youngest child of Microsoft (MSFT) Co-Founder Bill Gates and Philanthropist Melind...

19 Feb 24min

AI is disrupting drug discovery faster than expected

AI is disrupting drug discovery faster than expected

If you aren’t paying attention to the companies behind a new wave of AI-driven drug development, you may end up missing out on essential investment opportunities. One company that has caught our atten...

17 Feb 24min

Are collectibles the next big investment boom?

Are collectibles the next big investment boom?

The world of collectibles — from toys to unopened card boxes — remains red hot. And when you want to know anything about collectibles, there are only two places to head: one, the new collectibles hub ...

12 Feb 27min

From near bankruptcy to a $1B deal in just 40 days

From near bankruptcy to a $1B deal in just 40 days

From an entrepreneur to trying to reinvent a claim to fame to win in the era of artificial intelligence. This is where we find Ring's chief inventor, Jamie Siminoff. Siminoff founded Ring in 2013, whi...

9 Feb 24min

Klaus Schwab on Davos, power and why trust is breaking down

Klaus Schwab on Davos, power and why trust is breaking down

Reflecting on decades of work to make the world a better place. That is where Yahoo Finance Executive Editor Brian Sozzi finds World Economic Forum (WEF) founder Dr. Klaus Schwab, who just published a...

5 Feb 27min

This startup is publishing 3,000 AI podcasts a week - on purpose

This startup is publishing 3,000 AI podcasts a week - on purpose

Artificial intelligence is having profound impacts on Corporate America. But it’s also beginning to impact how humans create content and interact with it. It’s hard to imagine this impact doesn’t inte...

2 Feb 27min

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