Uploaded February 2026 | Updated September 2026, 1 week ago

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This week: We saw the fallout from the Supreme Court’s ruling that Trump’s tariffs were indeed unconstitutional. Felix Salmon, Elizabeth Spiers, and Emily Peck, weigh in on the decision and the ensuing confusion around what tariff refunds would actually look like.
Then, in a surprise twist, Netflix has backed off the Warner Brothers deal, allowing Paramount to swoop in. The hosts explain what set the multi-billion dollar merger off course.
And finally, they’ll get into what Blue Owl Capital did to spark a private credit panic.

Podcast and Video production by Jessamine Molli and Cheyna Roth.

Note: Captions are auto-generated by YouTube.

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