In Episode 66 of Picker’s Market, Tyler Ellegard, Keith Gangl, Kyle Bergacker, and Lisa Schreiber kick things off with a quick recap of summer so far before diving into a heated discussion on U.S. tariffs.

The team breaks down the potential effective tariff rate, what it means for markets, and how investors should think about the long-term implications. They also explore whether increased tariff revenue is helping the U.S. deficit—or just adding more fuel to the fire.

Are tariffs good policy or just political theater? Tune in for market insights, trade talk, and your weekly dose of investor perspective.