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Show Notes
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO / Professor Emeritus, NYU
- Eric Resnick, KSL Capital Partners CEO
Tobin Marcus of Wolfe Research doesn't think tariffs are priced into the market, and people will need to "see it to believe it." Nouriel Roubini of Roubini Macro Associates calls Bitcoin a "speculative asset" that is "highly volatile." Eric Resnick of KSL Capital Partners describes a resurgence in consumer confidence after the election.
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