
Ep28 Michael Weinstein—Tariffs and Economic Uncertainty - How We Got Here & What's Next
Michael Weinstein, a fractional CFO with extensive Wall Street experience, discusses the current economic uncertainty driven by tariff policies, Federal Reserve decisions, and structural market challenges. He explains how tariffs function as a massive tax increase, analyzes the compounding effects of policy uncertainty on corporate investment, and examines the clogged venture capital pipeline. Weinstein draws historical parallels to past economic cycles while noting this situation is unique—a self-inflicted late-cycle shock with no clear playbook.

