About this episode
- Stephen Miran, Chair of the Council of Economic Advisers - Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Skylar Montgomery-Koning, FX Strategist at Barclays - Nancy Lazar, Chief Global Economist at Piper Sandler & Co. Stephen Miran, Chair of the Council of Economic Advisers at The White House, joins to discuss President Trump's tariff strategy. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a discussion on the outlook for US equities and whether the market will rebound should it get clarity on tariff policy. Skylar Montgomery-Koning, FX Strategist at Barclays, discusses a weakening US dollar and how currencies are being reshaped by President Trump's economic policy. Nancy Lazar, Chief Global Economist at Piper Sandler & Co., joins to discuss whether the US could enter a recession in 2025 and risks to the market. See omnystudio.com/listener for privacy information.