Ozan Tarman
speaker
716 appearances
2 recordings
1 series
first heard Apr 2025
last heard Sep 2025
Ozan Tarman’s voice in public audio — every appearance, attributed to the second.
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Appearances
I mean that that's not the Ungar Pulse at the moment.
But sure.
If that happens, my gut feel still says uh short lived correction.
But yes, that's that what what did I say?
That's not the Ungar Pulse, that's not the New York Pulse at the moment.
It would be a positive surprise, a little bit less scared of things surprised.
And uh yeah, I could see that hitting gold.
I feel them personally.
Very fair comeback, I guess.
Especially fast money crowds hasn't necessarily given up on stagflation.
My takes sort of part of the reason why all these Nimidia gold long end calls have been correct.
I like to fade the inflation hawks and I like to fade the big recession bears who are much more quiet these days anyway.
But yes, if President Trump continues to stick to them, even though on one hand they generate revenue and keep the long end under under control, there may be a growth impact on the other side of uh a company
By supply-side immigration effects, and the jury is out there on dear Mr.
Waller, whether led by him, whether this is the famous word, T word, uh whether this is transitory or not.
More and more some clients start to say, my Binky, the famous chief global economist, start to say maybe this tariff effect wasn't as bad both on growth side and on inflation side.
These people immediately get a pushback.
Early days, early days, let's wait.
So will companies continue to eat them and not pass that much to the traces of the world, to the to the customer, especially when we talk of beyond 10% tariffs, which most countries face.
Next year, your country faces a very key midterm elections.
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