Jobs, Tariffs, & IPOs

We dig into the latest jobs report that showed a significant decline in new jobs. We’ll also analyze the minimal effect that tariffs have had on inflation and the economy as a whole, and how the Fed can and should react with rate cuts. We’ll finish with a look at the recent run of IPOs, how they could indicate a return of speculative behavior, and why you should be cautious with including IPOs in a sound investment strategy.

Key Takeaways

[00:16] - Breaking down the latest job report and AI’s impact

[08:04] - The tariff effect

[14:56] - Recent IPOs indicate a return of speculative behavior in the market

View Transcript

Links

The Tariff Effect: Billions in Revenue but No Economic Earthquake

Trump Just Got a Fresh Shot at Bending the Fed to His Will

Circle Internet Group

Figma

Firefly Aerospace

Bill Gurley on the Figma IPO

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Doug Stokes

Greg Stokes

Stokes Family Office

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