Episode
The Tariff Mismatch Theory
- Podcast
- The Macro Trading Floor
- Published
- Aug 1, 2025
- Duration seconds
- 1924
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/the-tariff-mismatch-theory/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-macro-trading-floor-5344938/the-tariff-mismatch-theory.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead?