Hosted by: Holland Henderson

Hosted by: Chris Hammond

In this episode, all the hot topics are on the table — from the growing need for trade schools in the U.S. to immigration policy impacts. The hosts unpack the realities of import duties and highlights the overseas brands influencing American markets the most. They dive into March Madness, college sports, and the evolving traditions at The Masters Tournament. Finally, they tackle the complex math behind America’s trade deficit and what it reveals about current trade policy and workforce development needs. Don’t miss this wide-ranging, insightful discussion.

In this episode we cover:

• The surprising brands that are overseas affecting the hosts (2:02)
• March Madness conversation (4:14)
• On to the Masters……(8:22)
• The conversation around trade policy (10:15)
• There are two main pillars to the trade policy (12:37)
• The two main risks with this strategy (18:03)
• Trade deficit math (21:51)
• The average American consumes the production of six people (25:15)
• The employment rate today in the US is 4% and what this means (28:14)
• The classical economic strategy on this manufacturing conversation (32:32)
• Each basis point the interest rate drops saves the US government money (36:39)
• What our hosts are learning now (38:07)

Links From the Show:

Allen & Company
Tariff
Masters Tournament
Hard Goods

Connect with:

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Chris Hammond – CFA®, Senior Vice President, Portfolio Manager at Allen & Company
Allen & Company – Chris Hammond
LinkedIn – Chris Hammond

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.