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(250)

Only 10% enjoy shopping for clothes — Stitch Fix wants to change that

Only 10% enjoy shopping for clothes — Stitch Fix wants to change that

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They were private companies before the hot 2025 class of IPOs like CoreWeave (CRWV) and Gemini (GEMI) came to market. These companies had leaders who had to raise capital to fuel their growth ambition...

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Ever wonder about the psychology driving the economy and stock market? Why do investors embrace weak companies? Why do inventors ignore some strong companies? What triggers the start of asset price bu...

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Why Coach's former CEO says America's future depends on immigrants.

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Before it was known as Tapestry (TPR) and an owner of the Coach and Kate Spade Brands, Coach was just Coach — maker of handbags and accessories that dominated mall racks. But like with every retailer ...

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It has been another money-making year for investors by and large. Crypto prices are near records, AI-exposed stocks continue to perform well, and Wall Street strategists have begun to come out more bu...

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Starbucks CEO reveals secret AI barista that predicts your order

Starbucks CEO reveals secret AI barista that predicts your order

Bringing a restaurant industry icon back to a fully caffeinated status. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Starbucks (SBUX) CEO Brian Niccol fr...

16 Okt 202525min

Okta’s CEO on the hidden dangers of AI agents in the workplace

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AI development is moving at lightning-fast speeds. Agents are spreading inside companies as executives seek to increase productivity from workers and save money. However, the issue now rising to the f...

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From wildfire relief to funding food: Inside the business of GoFundMe

From wildfire relief to funding food: Inside the business of GoFundMe

In times of need, families often rely on GoFundMe to cover expenses ranging from burial costs for a loved one to helping to rebuild a burned-down home. GoFundMe has become the go-to destination in thi...

13 Okt 202523min

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