Lint. Paint drying. Your weird cousin’s stamp collection.

Most times, I’d rather talk about literally anything else than tariffs. But right now, I can’t think of anything more interesting.

Tariffs are whipsawing the markets. They’re making people scream at each other on TV.

They’re lighting X on fire.

You’ve got billionaires arguing with baristas, hedge fund managers panicking like it’s 2008, and the Fed's “Uncertainty Index” just hit its highest level ever.

Higher than COVID. Higher than 2008. Higher than 9/11.

Think about that.

AND YET…

I’d bet most people still don’t even know how a tariff works. (But they’re more scared than they were during a literal global shutdown? What.)

So I made a podcast episode.

In this episode (link below), I went over everything most people are actually wondering but are too embarrassed to ask:

• What are tariffs?
• Are they going to wreck the economy?
• Are they some brilliant 4D chess move from Trump?
• Why are people acting like this is either the apocalypse or the Renaissance?

And I want you to know: this isn’t a political discussion.

I don’t care who you voted for. Both parties love tariffs. Reagan, Bush, Obama, Trump, Biden—tariffs are the one thing they all high-five over behind closed doors.

No team colors here.

Just facts.

The Market Fear Wasn’t About Tariffs

Trump’s current tariff strategy has three goals:

A.] Reshore manufacturing

B.] Raise revenue (maybe to lower income taxes)

C.] Use tariffs as leverage to negotiate other deals

And it’s already working: 70 countries called within days of the announcement. Vietnam, India, Japan, the EU, Taiwan, Canada, and more want to talk.

But the market panic wasn’t about tariffs. Markets don’t crash on facts. They crash on not knowing what happens next.

The market was reacting to not knowing what’s going to happen. And when fear takes the wheel, logic jumps out the window.

So I also talk about:

• What these new tariffs actually mean for the economy (and your wallet)
• What’s next for the stock market
• Why AI, crypto, and yes, Bitcoin will thrive in the coming months
• One blue chip company that could win big, and why some micro-cap stocks look sexy right now

Here’s the most important part.

Why I’m Not Scared

Most people forget what a real recession looks like.

I lived through the crashes. I was at the World Trade Center on 9/11. I was on CNBC in 2008 when banks were collapsing like dominos. I watched oil go negative in 2020.

I know panic when I see it.

Right now? The volatility doesn’t match the facts.

So, whether you’re terrified of tariffs or think Trump just saved America—listen to this episode.

And if you still think tariffs are boring after that? Fine. But at least you’ll know one thing:

Innovation will win. Bet accordingly.