Today, Lindsey Bell is joined by J.D. Durkin to unpack the fast-moving shifts in U.S.-China tariff policy and what they mean for investors. With a 90-day pause in place and mixed signals from the White House, the conversation explores market volatility, uncertainty in tech and auto sectors, and how trade tensions are rippling through bonds, earnings expectations, and investor sentiment.

As earnings season gets underway, Lindsey and J.D. spotlight a growing trend: companies pulling guidance entirely as they grapple with an unpredictable policy landscape. They dig into what that means for hiring, investment, and the consumer’s role in holding up the economy. With China signaling resistance through stimulus and currency moves, the outlook remains unclear—and “uncertainty” is the one theme everyone should be listening for this quarter.

The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a clear, no-nonsense way.

Lindsey Bell

• The Shift
• Tedx Talk
• @JustLBell
• LinkedIn
• Clearnomics

J.D. Durkin

• ‘Common Threads’ political debate show
• Instagram
• X

Chris Versace

• TheStreet Pro Portfolio
• Thematic Signals
• @ChrisJVersace
• LinkedIn