Ed Elson is joined by Torsten Sløk to break down what’s driving the recent tech sell-off, where he thinks markets are headed from here, and which asset classes investors should consider if they’re looking to diversify beyond AI. Then, Justin Wolfers returns to discuss President Trump’s latest tariff strategy, how it could affect inflation, and what it means for the broader economy.
Torsten Sløk is the Chief Economist at Apollo Global Management. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics.
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