The old order is gone. When will the new one arrive?(00:14) Asit Sharma and Mary Long discuss:- How to make sense of “tariff buckets.”- What a French ethnographer can teach us about the current moment.- Earnings from Goldman Sachs.Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfortCompanies mentioned: AAPL, GSHost: Mary LongGuests: Asit Sharma, Tim BeyersProducer: Ricky MulveyEngineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The old order is gone. When will the new one arrive? (00:14) Asit Sharma and Mary Long discuss:- How to make sense of “tariff buckets.”- What a French ethnographer can teach us about the current moment.- Earnings from Goldman Sachs. Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company. The Axios article mentioned during the show is available here: <a href="https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort">https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort</a> Companies mentioned: AAPL, GS Host: Mary LongGuests: Asit Sharma, Tim BeyersProducer: Ricky MulveyEngineer: Rick Engdahl Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

The old order is gone. When will the new one arrive?

Asit Sharma and Mary Long discuss:- How to make sense of “tariff buckets.”- What a French ethnographer can teach us about the current moment.- Earnings from Goldman Sachs.Then,

Are Retail Stocks a Bargain?

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