Lost Debate
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Are We Heading for a Recession?
Ravi kicks off the episode with a blistering critique of the Trump administration’s trade policy chaos, highlighting the economic contradictions, recession risks, and growing corruption tied to foreign investments and crypto schemes. He also addresses the new reports on Senator John Fetterman’s health and why it’s time for leaders to respond to questions about his ability to serve.
Ravi then shifts gears to sit down with former U.S. Secretary of Education and current SUNY Chancellor John King for a wide-ranging conversation on public education in America and John’s new book, Teacher by Teacher.
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SHOW NOTES
Ravi is joined by hedge fund founder Spencer Hakimian for a deep dive into the state of the U.S. economy under Trump. They begin with the firing of the head of the Bureau of Labor Statistics, a move that raises urgent questions about data integrity and the politicization of economic institutions. From there, they discuss Fed Chair Jerome Powell’s likely exit and what Trump’s next appointment could mean for the future of the Fed. Finally, Ravi and Spencer assess the growing risk of stagflation and share how they’re personally thinking about everything from gold and short-term bonds to international stocks and AI-fueled equities in this uncertain environment.
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