In this very special Live Markets Happy Hour Podcast we gathered in Charlotte, North Carolina, at the Sunflower Baking Company, Koda location to discuss whether markets were detoxing on the way down from their sugar high, and how not everyone was feeling the pain globally.
With the benefit of an audience that spanned business owners, healthcare professionals, asset owners and asset managers, we discussed inflation, the reaction of the US Fed to tariffs and whether they might be "transitory" in their inflationary effect, as well as whether there even was a Trump put any more.
We discussed geopolitics and how things seemed to be unraveling quickly - proving that there was no magic wand that President Trump could wave to resolve multiple conflicts around the world and end with a discussion of certainty, and how we can operate in this uncertain environment.
With thanks to Shawn Paulk of Moneta, who represents the firm in Charlotte for contributing to our audience, and Jack Parrish, owner of the Sunflower Baking Company who provided the gorgeous location and delicious treats.
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