Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26
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Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26

43:07 Feb 23, 2026
About this episode
The Supreme Court struck down Trump's tariffs, but the president is warning countries to not back off from trade deals. Further AI disruption could lead to another round of software destruction. Plus, Carlyle's Jeff Currie breaks down the other capex cycle quietly brewing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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