The markets may be hanging in there but they also held strong in early 2020—right up until Covid hit New York. Meanwhile, tariffs are driving consumer confidence down, firms are talking about cutting back on hiring and investments, and Goldman Sachs is predicting that the U.S. will have the highest inflation and lowest growth of any developed economy this year. Plus, Scott Bessent is not a calming influence, and Trump has a real 'War on Christmas' in the works. The Stalwart Joe Weisenthal joins Tim Miller. show notes Joe and Tracy Alloway's newsletter on how the markets can get things wrong (gift) Recent 'Odd Lots' pod on the coming empty shelves & the War on Christmas Joe's Bluesky post on the War on Christmas
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Hey guys, a couple things before we get to our guest. One more reminder, we have the events coming up in Chicago and Nashville. Go to thebullwork.com slash events. Chicago is already, I got a note this morning, we think going to sell out in the next 48 hours. So if you want to come see us, check it out. More tickets available for Nashville. So come on down. I don't know.
We can go see a little music after. I got no plans. We'll figure it out. Come visit us in Nashville. Good excuse. a little spring trip. We have pretty weather in May in Tennessee. On this pod, we've got Joe Weisenthal. We're going to go real deep on economy stuff. He is just the hardest working man in finance journalism. Been following him for a long time.
So I'm looking forward to getting to everything about our likely impending recession. One note on the conversation, we talked a little bit about how Amazon said that they're going to start listing the cost of tariffs on their site, the White House responded to that very negatively attacking Amazon.
Since then, an Amazon Spox has said that they are only doing it on their Amazon haul program, which is for, you know, truckers and kind of long distance material. So that's not going to be on the main Amazon website. Unclear if that was a goof or a step down on behalf of Bezos. That is surely something that we are going to be monitoring closely. in the coming days.
Just wanted to get you the facts on that. This is a great chat. Stick around. Up next, Joe Weisenthal. Hello and welcome to the Bullwark Podcast. I'm your host, Tim Miller. Delighted to have with us today Executive Editor of Digital News at Bloomberg. He's co-host of the Odd Lots Podcast. At long last, it's the stalwart, Joe Weisenthal. What's going on, man? Thanks for having me.
Psyched to finally be here. I've been, you know, monitoring your tweets since, I don't know, fucking I was in short pants. Been a long time.
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