Voluntary Nudge Nudge: IEEPA, TROW, FX

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Recorded05 Sep 2025

Publisheromnycontent.com ↗

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Show notes

Katie and Matt discuss the taxation power, IEEPA, tariff refunds, government revenue sharing, voluntary tariffs, alternative/traditional asset manager partnerships, Goldman buying a little bit of T. Rowe, private assets in target-date funds, deal-contingent hedges, private equity becoming the main clients of investment banks (and hedge funds).See omnystudio.com/listener for privacy information.

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