DISCLAIMER: I had the world’s best podcast mic in front of me but somehow I was recording through my AirPod’s, sorry guys, next time it will be better!
In this Philo’s Thoughts I share my thoughts on Trump 2.0 and Tariffs as they relate to the broader market setup.
As you can hear, my voice is a bit better. More progress on that front soon.
This reference to a “Detox” is starting to sound a lot like “Transitory Inflation”. This time the error isn’t coming from the Fed and J-POW, it’s coming from within the White House and the Treasury…
Remember this quote from Wall Street 2? Click on the link below.
Idealism kills every trade, pal
MAGA has become an ideology and a religion, causing some to not see straight.
By now, everyone is calling Trump 2.0’s “The Art of the Deal” bluff — so now what?
Listen to my unedited thoughts and read the pieces below for more context.
Relevant Pieces
P.S. Remember to join the waitlist for Philo’s Academy at philomastery.com
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