This week on The Octus Download, Jason Sanjana and Kevin Eckhardt tackle the financial storm building around tariffs and why they’re breaking more than just trade. At (00:57), they dig into how tariffs are freezing capital markets, stalling M&A activity, and forcing companies to shelve sale processes. By (06:00), Jason lays out why the current moment feels more like 2007 than 2008, backed by a war story from the Lehman era. At (11:00), Kevin proposes a bold strategy: using Chapter 11 as a pricing reset. By (13:00), they’re deep in the weeds of EBITDA rewrites, tariff add-backs, and the brutal math of restructuring when goods can’t clear customs without cash.
At (20:00), the conversation shifts to LME optimism versus bankruptcy realism. By (23:30), they’re dissecting My Friends and Neighbors, a suburban fever dream of Westchester angst. TikTok’s recession indicators show up at (30:30), including Coachella on installment plans, empty Starbucks, and Club 33 advertising for members. By (36:00), it’s Gen Z sobriety and the absurd economics of six-thousand-dollar couches.
They wrap at (42:00) with gym Google reviews, questionable sauna etiquette, and a strong case for never wearing street shoes into a steam room.
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Hosted by: Jason Sanjana & Kevin Eckhardt
Edited by: Tanya Hubbard
Produced by: Tanya Hubbard
A Production of: The Octus Podcast Network