Brian Stewart, welcome back to Wall Street breakfast.

We're in some times, aren't we, friend?

Indeed, yeah.

Busy times.

Yeah, busy times, busy times, especially as the director of news.

So tariff talk all around.

What do you got for us?

What would you share with investors?

Yeah, obviously, so we're recording this on Thursday as the markets fall following the

tariff announcement last night.

The tariffs were much more draconian than people had predicted. So the market is

adjusting accordingly. If you're taking the optimistic view of the process that we're now

involved in, Trump is in the process of doing a negotiation tactic. He's playing chicken

with the rest of the world. These are sort of opening gambit to negotiations. And so over the

next few weeks, we're going to see these mitigated or exceptions made to the point where they

won't be as aggressive as they are now. The pessimistic view is that Trump isn't

interested in coming to any sort of reasonable terms with countries, that there's a more

kind of political component to the tariffs, more than economic, and that they could conceivably

spark a worldwide recession in the near future.

What are the things that investors should be most paying attention to as they navigate

these unprecedented times in this market volatility?

Yeah, I think that the news flow over the next foreseeable future is going to be kind of how sticky

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