Patel: ‘Clock Has Started’ on Trade Deals to Avoid Stagflation, Down Markets
Schwab Network · Schwab Network
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Show Notes
Raj Patel argues we had “decent buffers in place” for the economy around tariffs, but now the “clock has started” for deals to be made. He points to frontloaded shipping, uncertainty around earnings, and the potential for stagflation as we approach the end of the 90-day tariff pause. Giving some of his investing ideas, he likes AI but is focusing on software over hardware.
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