- Howard Lutnick, US Commerce Secretary
- Jim Zelter, President at Apollo Global Management
- Terry Haines, founder at Pangaea Policy

US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff announcement. Jim Zelter, President at Apollo Global Management, talks about how markets will react to President Trump's tariffs. Terry Haines, founder at Pangaea Policy, discusses the political calculations behind President Trump's tariff decision.