February 23, 2026

Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26

The Supreme Court struck down Trump's tariffs, but the president is warning countries to not back off from trade deals. Further AI disruption could lead to another round of software destruction. Plus, Carlyle's Jeff Currie breaks down the other capex cycle quietly brewing.

Also available on Apple Podcasts ↗