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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Babybel cheese to  Ancestry AI: How brands are winning 2026

Babybel cheese to Ancestry AI: How brands are winning 2026

Bel North America CEO Peter McGuiness chats with Yahoo Finance Executive Editor Brian Sozzi about how he plans to reinvent the family-owned snack cheese giant with new lines of protein-focused snacks....

20 Apr 48min

 How AI and blockchain are reshaping the workforce

How AI and blockchain are reshaping the workforce

Cardano Foundation CEO Frederik Gregaard sat down with Yahoo Finance Executive Editor Brian Sozzi on Opening Bid Unfiltered to discuss the evolution of blockchain technology, where it may be headed ne...

16 Apr 47min

Your next investment: million-dollar Pokémon cards & rare whisky?

Your next investment: million-dollar Pokémon cards & rare whisky?

Solari Capital Founder and Managing Partner AJ Scaramucci sits with Yahoo Finance Executive Editor Brian Sozzi to explore how collectibles, from Pokémon cards to dinosaur fossils, are emerging as a po...

13 Apr 50min

 From Tesla playbook to autonomous GM vehicles: future of mobility

From Tesla playbook to autonomous GM vehicles: future of mobility

Archer Aviation founder and CEO Adam Goldstein stepped up to the Opening Bid Unfiltered podcast mic with Yahoo Finance executive editor Brian Sozzi to chat about the future of flying. Goldstein shares...

9 Apr 43min

Ulta and Tapestry CEOs on strategy, retail and gen-z shift

Ulta and Tapestry CEOs on strategy, retail and gen-z shift

Kecia Steelman’s rise to CEO of Ulta Beauty in January 2025 is a quintessential "climb to the top" story, rooted in resilience and operational expertise. Since taking the CEO helm, Steelman has launch...

6 Apr 59min

Why Insomnia Cookies keeps winning late night

Why Insomnia Cookies keeps winning late night

The business of cookies has never been more competitive, as specialty shops battle with supermarket staples and low-sugar options. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening B...

2 Apr 22min

How Black-ish Creator and REVOLT are building a creator empire

How Black-ish Creator and REVOLT are building a creator empire

Shaking up the content game. Kenya Barris and Detavio Samuels have recently partnered to launch REVOLT Labs. Barris, the creator of black-ish, is serving as vice chair of the new joint venture, workin...

30 Mars 27min

Mercedes-Benz CEO talks EV Strategy, future cars

Mercedes-Benz CEO talks EV Strategy, future cars

Ola Källenius is a Swedish business executive who has served as CEO of Mercedes-Benz since 2019, becoming the first non-German to lead the legendary luxury automaker. Kallenius joined Opening Bid Unfi...

26 Mars 33min

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