The markets are rattled. Tariffs are rising. Investors are pulling back.

In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.

Plus:

And yes, Ram coins a new term: FAFO tariffs 😀

Sponsors:

Tariffs:

10-year yield and the Fed

2008 Market Crash

Can Congress Step In?

Timestamps:

👋 0:00 Intro

📉 3:30 Why this selloff feels nothing like 2022 or 2020

🪞 8:41 Why buying signals could be a mirage

🤔 11:28 Is the bear market already priced in? What investors are missing.

🏚️ 14:35 Could this turn into a fall “2008 scenario”? And what real buyers are doing now

🧮 25:57 Why Trump’s tariff math is wrong, and how it will create problems for the administration

📈 36:15 Why Trump wants the 10-year yield down, and why he’s failing

🛟 39:59 What counts as a safe haven right now, and is bitcoin one of them?

🏦 52:42 Can the Fed stand up to Trump’s pressure to cut rates?

🚫 57:56 Trump thinks that the trade deficit is a profit/loss statement. Why that’s a problem. 

⚖️ 1:01:19 Can Congress pull Trump’s tariff authority?

💵 1:06:32 Can stablecoins save dollar demand?

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