Episode 404 — Tariffs, Inflation, and the Holidays

Nov. 21, 2025
Listen time: 30-60 mins
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U-M experts Ari Shwayder and Michael Speigl break down a confusing mix of tariffs, an unstable job market, and rapid AI adoption. Their conversation explores how these trends could influence holiday shopping while leaving some uncertainties unresolved. The episode provides a concise look at what’s ahead for both consumers and businesses.

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