Are We Heading for a Recession?

Ravi is joined by hedge fund founder Spencer Hakimian for a deep dive into the state of the U.S. economy under Trump. They begin with the firing of the head of the Bureau of Labor Statistics, a move that raises urgent questions about data integrity and the politicization of economic institutions. From there, they discuss Fed Chair Jerome Powell’s likely exit and what Trump’s next appointment could mean for the future of the Fed. Finally, Ravi and Spencer assess the growing risk of stagflation and share how they’re personally thinking about everything from gold and short-term bonds to international stocks and AI-fueled equities in this uncertain environment.

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