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Are We Heading for a Recession?

EPISODE · Aug 6, 2025 · 42 MIN

Are We Heading for a Recession?

from Lost Debate · host The Branch

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. -- Leave us a voicemail with your thoughts on the show! 201-305-0084⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ravi at @RaviMGupta Notes from this episode are also available on Substack: https://thelostdebate.substack.com/ Follow The Branch at @thebranchmedia Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785 Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F

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Are We Heading for a Recession?

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