About this episode
After spending the past few weeks fixated on AI disruption risk and macroeconomic data, investors were reminded Friday morning that tariffs are still a factor when the Supreme Court struck down the IEEPA tariffs. Perhaps lost in that story was the release of Q4 GDP data. We discuss that all and what it means for the investment outlook. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
