106: Tariffs, Market Uncertainty and the Brains Behind Trump

With the stock market roiling and Bitcoin holding strong, but then turning over somewhat, there's some fear around tariffs and how they work. But is this part of a larger plan? Will it work? What are the motivations of Trump and who is guiding his moves?

Let's talk about Scott Bessent and Howard Lutnick.

Notes from the show:

• $MSTY option MSTR income ETF from Yieldmax
• Gamestop $GME letter from Strive
• GameStop Announces Proposed Private Offering of $1.3 Billion of Convertible Senior Notes
• Larry Fink Annual Letter
• Jesse Randall post explaining tariffs and the larger plan
• Andrei Jikh's take 1
• Andrei Jikh's take 2
• Scott Bessent interview on All In Podcast
• Howard Lutnick interview on All In Podcast

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