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Hello, Odd Lots listeners. This is Joe Wiesenthal. You are listening to an emergency episode of the podcast. It was recorded at 10 AM, Monday morning, February 3rd. The reason I am telling you this is because markets and news are moving very fast. And so by the time you listen to this, parts of it may already be out of date. But the context for the discussion was over the weekend, Trump announcing 25% tariffs against Canada and Mexico, 10% tariffs on oil, another 10% tariffs on China. Since we recorded this about a minute after we got out of the studio, Mexican president Claudia Sheinbaum anno
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