Animal Spirits: So Bearish It’s Bullish

On today's show we discuss some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar's move into perspective, jumping into a recession, why a recession might feel worse than it actually is, the correction is still relatively mild, retail keeps buying the dip, Bitcoin is decoupling, $145,000 mud rooms and much more. The post Animal Spirits: So Bearish It...

Apr 23, 2025 - 12:40
 0
Animal Spirits: So Bearish It’s Bullish
Today’s Animal Spirits is brought to you by YCharts: See here for more information on YCharts Tariff slide deck Get a random Animal Spirits chart here  On today’s show, we discuss: Trump Advisers Took Advantage of Navarro’s Absence to Push for Tariff Pause Risk of financial panic tempers Thoughts from the Past Two Weeks Trade Negotiations Take Time How do you like me now? Trump Is Laying the Groundwork...