Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).

Subscribe to Sungarden YARP Portfolio

Show Notes:
Fed's preferred inflation gauge rises as expected
That Was Fast - U.S. Tariffs On Mexico Delayed
Fed Chillin'

Read our transcripts

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions