Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump's various policies.
This podcast episode follows the actionable highlights reel that was published for premium subscribers on Monday, the day it was recorded. That recording is attached to this email for non-premium subscribers.
This episode also deviates from the usual format by including the guest's first-hand account of the LA wildfires. This admittedly has only limited relation to investing, but was kept mostly intact for human interest reasons. Listeners can skip past these segments, identified below.
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