The old order is gone. When will the new one arrive?
(00:14) Asit Sharma and Mary Long discuss:
- How to make sense of “tariff buckets.”
- What a French ethnographer can teach us about the current moment.
- Earnings from Goldman Sachs.
Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.
The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort
Companies mentioned: AAPL, GS
Host: Mary Long
Guests: Asit Sharma, Tim Beyers
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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