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
So I'm I think Trump and Bessent know that they got elected.
because of inflation.
So the moment the stagflation
camp starts to look like they are proving correct, even look like a bit of a climb on inflation, more slowdown on growth, I think we may see we may get more and more taco because they want to win those uh midterm elections, then uh they would take more and more steps lower on tariffs.
But if they prove correct, if it's not reflected on the customer, if inflation continues to remain, okay, I know it's not two percent, but below three percent,
Maybe this uh status quo continues.
Yes, I did.
Even like when we there's a lot of preparation going for these macro diners as well, trust me, when he sends his questions and his key bullet points, uh he tells me to start with my binky.
Well, yes is the short answer.
I think the details are even more complicated and a bit sad.
I think you need uh you, we need in this game that it thing, IT, the next thing.
It was B2B, B2C three decades ago, uh three D, now of course AI, AII AI uh past three years.
And also you US, I mean again, I as I said the country that gave my uh education, right, in uh more open times for that, relies on growth.
relies on animal spirits, uh relies on those asset classes to go higher and higher.
Yeah.
And that's why the Tracy question from like ten minutes ago is very key.
Whether we are at, you know, we're getting their stage of the bubble or we're at the bubble, because if that bursts,
Yeah, I mean
Economy can get affected as well.
Also, Joe, I'm a big believer in the K economy, the whole uh terminology of that.
Showing 281–300 of 716 · page 15 of 36
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