Please stay tuned for important disclosure information at the conclusion of this episode.

Hi and welcome to the Law & View. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.

And I'm Ben Johnson, head of Client Solutions for Morning Star.

Today on the podcast, we welcome back Colin Roche. He has a new book out called Your Perfect Portfolio,

the ultimate guide to using the world's most powerful investment strategies.

Colin is also the founder-in-chief investment officer of the discipline funds,

and he heads up Orcam Group, a registered investment advisory firm he established in 2012.

Colin started his career as an advisor at Merrill Lynch and worked at an event-driven hedge fund

before starting his RAA firm.

He received his bachelor's degree in finance from Georgetown University's McDonough School of Business.

Colin, welcome back to the Longview.

Hey, Christine. Hey, Ben.

It's awesome to be back.

Well, it's great to have you here.

And you were just here back in the spring when the tariffs were the really big news.

But we wanted to revisit that topic before we spend some time talking about your book.

So at the time we talked to you, which I think was back in April, you said that these

tariff-related price increases had the potential to push the U.S. economy injury session.

Can you maybe do a little bit of a temperature check on where we are now in terms of the

tariffs and also potential economic effects for the U.S.

economy? Yeah, well, I think things have simmered a lot. I mean, I think I mentioned back then that the

likelihood that the worst case scenario was going to unfold was very, very low in large part

...