On Thursday, I had a great Substack Live conversation with Marlon Weems, publisher of The Journeyman. Weems spent thirty years in finance, including over a decade as a trader on Wall Street, before authoring capital markets research for global finance firms such as Thomson Reuters, FIS, and Charles Schwab. Weems knows the markets, and in this conversation, he helps me dissect the broader implications of Trump’s reckless tariff policies.
From the unhinged volatility of Trump’s decision-making to the deeper collapse of America’s global trust, we zoom out beyond the daily headlines to explore the long-term damage being inflicted on the U.S. and global economy.
We also dive into Trump’s other authoritarian actions, how Trump’s incompetence is backfiring, capitalism’s lack of moral guardrails, and how America’s political pendulum swings between sanity and insanity is undermining foreign alliances.
This was a lively, candid, and at times sobering big picture conversation that contextualizes the moment we’re in—and offers insight into how we might begin to fix it.
If you haven’t already, you can also check out the article I wrote earlier this week on the long-term damage of Trump’s tariffs.
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