Steve Cohen
speaker
44 appearances
6 recordings
4 series
first heard Feb 2025
last heard 11 Apr
Steve Cohen’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Feb 2026 with 3.
Appearances
Of course, no exceptions. You know that.
This is one of those moments where there's really a lot of uncertainty. I mean, tariffs cannot be positive. It's a tax. Taxes are never positive. On top of that, we have slowing immigration. And in addition, now you have Doge. Wherever you lay on the Doge issue, I mean, that's austerity. It's got to be negative for the economy.
We think growth is going to slow to 1.5% from 2.5% in the second half. The reality is we've got a brew of sticky inflation, slowing growth, and austerity in the government. And so I'm actually pretty negative for the first time in a while. And it may only last a year or so, but it's definitely a period where I think the best gains have been had.
It wouldn't surprise me to see a significant correction.
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