Martha Gimbel

Consumers have been expressing for quite some time that they are not happy.

You get some wiggles month to month, but in general, consumer sentiment is quite low.

And one of the things that we know that does really impact consumer sentiment is energy prices.

And so just going back to where we started, not only is consumer sentiment low,

relatively low right now, it's probably going to face some headwinds in the months to come.

There are many factors that go into affordability.

One thing to keep in mind is that we've already seen not just holding back of supply, but supply destruction.

And so it's going to take time to rebuild facilities, to start production up again.

It's not the case that you can just turn it on and off like a switch.

Martha Gimbel, Executive Director at the Yale Budget Lab.

And Martha, I want to get back to tariffs because it's been pushed completely aside.

We'll get to the war on oil in a moment.

What is your run rate now of tariffs?

Do I believe you're back to 1939 on the tariff impact?

What do we say about the impact on our listeners and viewers distracted by $5 a gallon gas?

To get all McKinley on you, and the president would say this, you estimate we're raising 9-0-0, just under a trillion dollars out X number of years by all of this.

With the war, with the massive Pentagon budget, are we addicted, whether we agree or disagree with tariffs, are we now addicted to that tax cash flow?

Well, to Paul's good question before, given all the distractions, folks, the screen that I'm seeing here, I just saw the House will not vote on the DHS thing.

Ed Ludlow just sent me how the Orion mission is going to go from 17,000 miles per hour to 24,000 miles per hour.

We're going to have Ludlow on in the 9 o'clock hour.