After several days of panic in the markets, the Dow Jones Industrial average is rebounding. Why? It seems as if the Liberation Day tariffs may be leading to new trade deals.

The market swoon and lack of clarity has put the Trump administration in the wilderness. Is the goal to really bring all trade deficits to zero? Do we want our children screwing together iPhones as a career? Or is this just a set up for Trump to schedule a month long rose garden signing ceremony where world leaders line up single file to welcome American exports?

Today, we talk to our logistics expert Big Jim and check in with J.D. Durkin to figure out whether Trump’s tariffs mark a shift toward isolation, or just a high-stakes negotiating move. Is this a reset of global trade, or just a pause before the next deal? We’re on the clock, because by the time this drops, the whole game might have changed.

Chapters

00:00:00 - Intro

00:02:44 - Interview with Big Jim

00:43:02 - Update

00:45:09 - Supreme Court Decision Over Alien Enemies Act

00:48:30 - June 14th Military Parade

00:49:54 - House Democrat Seat Targets

00:52:34 - Interview with J.D. Durkin

01:35:18 - Wrap-up

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