Talk Your Chart | Tariffs, the Fed’s Next Move, and Lessons From the Dot-Com Bubble | Ep. 80
In Episode 80 of Talk Your Chart, Marcos and Brett return from a break to unpack why tariffs haven’t moved the trade deficit or inflation as much as expected, what the “K-shaped economy” debate really means, and the tough spot facing the Fed’s next chair. They also dig into whether Nvidia’s valuation and the AI-fueled bull market are cause for concern, using a striking history lesson from the dot-com bubble to bring it all home.
Charts available for download here: LINK
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