Tariffs Backfire: Factory Collapse, Layoffs Explode, Dollar Free Fall

The data is not subtle. Layoffs are spiking, the dollar is weakening, travel is slowing, private credit is cooling, and nuclear arms control just took a step backward. Here is what that means.WHAT YOU’LL LEARN IN THIS EPISODE- Why January layoffs reached their highest level since 2009- What post-tariff manufacturing losses reveal about policy outcomes- How a weakening dollar affects markets and consumers- Why international travel to the U.S. is declining- What cooling private credit markets signal for AI and tech- What Gallup’s global survey reveals about economic anxiety- Why the expiration of the START treaty matters- What nuclear proliferation risks look like in 2026- Why reports of Russian satellite interception are concerningTIMESTAMPS00:00 – Global macro stress and policy backdrop00:24 – January layoffs hit highest level since 200900:54 – Manufacturing retreat post tariffs01:22 – Dollar decline and implications01:43 – International travel downturn02:08 – Private credit cooling and AI exposure02:35 – Global economic anxiety from Gallup survey03:10 – START treaty expiration explained04:06 – Nuclear proliferation risks04:26 – Russia and European satellite interception05:21 – Closing thoughtsECONOMY- Challenger report on record January 2026 layoffs: https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/ - Public concerns: democracy, economy, inflation, housing: https://apnews.com/article/poll-gallup-top-issue-democracy-economy-inflation-housing-2b04063cf966a7227715b85410fbd4fa- New START collapse amid global nuclear arms race: https://www.nytimes.com/2026/02/05/us/politics/new-start-nuclear-arms-control.html- Manufacturing retreat persists despite tariffs: https://www.wsj.com/economy/u-s-manufacturing-is-in-retreat-and-trumps-tariffs-arent-helping-d2af4316 - Travel to US fell: deep dive into travel economics: https://www.ft.com/content/8f6d4196-6f61-4be9-8cb7-1d93253e4e8b- Dollar crashing: https://finance.yahoo.com/news/dollar-hits-two-week-low-093834356.html - Nuclear arms control era ends: implications: https://www.nytimes.com/2026/02/05/us/politics/new-start-nuclear-arms-control.html- Russia intercepts European satellites: space security update: https://www.ft.com/content/cd08c49c-658e-49c9-9a15-234f2bfc2074- Why restarting nuclear testing is a terrible idea: https://youtu.be/g0RM9WZ0ybg FOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts:YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 Web: https://goodrevenue.io/ Hosted on Acast. See acast.com/privacy for more information.