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Tariff Chaos: Who Pays the Price Now?
Mike Armstrong and Paul Lane break down the fallout after the Supreme Court struck down key Trump-era tariffs — only for new tariffs to be reintroduced days later. With billions in potential refunds at stake and uncertainty surrounding Congress’s next move, the hosts examine what this policy whiplash means for businesses, consumers, and long-term investment decisions.
The hour also covers Meta’s massive AI deal with AMD, growing concerns about artificial intelligence disrupting white-collar jobs, and Home Depot’s earnings as a window into the state of the consumer economy.
The skinny
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