The Meb Faber Show - Better Investing · The Idea Farm
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579
·51 min·5 clips
U.S. washing machine makers raised prices 17% after tariffs, showing how domestic firms exploit trade taxes for profit.
As heard by us
A clear, wide-ranging macro conversation about aging populations, prediction markets, and what official data leaves out.
Paul Donovan approaches the topic with a chief economist's eye, moving through the questions that shape markets: aging populations, surveys, prediction markets, and the bits of economic life that never fully show up in official data.
Why you'd press play
You want a plainspoken investing conversation about economics and aging demographics that still has a bit of personality.
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