Unusual Whales Pod Ep. 60: Tariff Developments and Potential Trade Deals sponsored by ETFs

This episode of the Unusual Whales Pod was recorded Live on October 29th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the economy’s continued contradictions: growth hasn’t collapsed, yet inflation refuses to bow out, and the labor market is showing patches of fatigue. All this while the government shutdown is delaying key data releases, leaving the Fed to fly partially blind. Global friction persists from trade tensions to energy supply jitters, and the panel breaks down each of these topics in turn!Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngJonny Matthews https://x.com/super_macroMartin Pelletier https://twitter.com/MPelletierCIOHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**Disclaimer:Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. Certain investment planning tools available on Unusual Whales may provide general investment education based on your input.

This episode of the Unusual Whales Pod was recorded Live on September 17th, 2025. Nicholas and macroeconomic experts and investors to discuss the economy giving us a mixed bag: GDP rebounded in Q2, but inflation remains stickier than anyone hoped, the labor market is cooling, and markets are trying to read the Fed’s mind while balancing sheets and bond yields do their own thing. Housing is still pricey, consumer spending shows resilience but is uneven, and global factors from trade friction to energy volatility are keeping many on edge Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngJonny Matthews https://x.com/super_macroMartin Pelletier https://twitter.com/MPelletierCIOHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**Disclaimer:Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority.

This episode of the Unusual Whales Pod was recorded Live on July 30th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the labor market, oil prices flirting with a breakout toward $90 again, bond yields seemingly undergoing an existential crisis. The Fed has been “playing it cool” while half the committee whispers of September, and rate cut predictions get revised more often than the narrative around the Epstein list.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://x.com/BobEUnlimitedCem Karsan https://twitter.com/jam_croissantAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**Disclaimer:Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority.

This episode of the Unusual Whales Pod was recorded Live on June 18th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the macroeconomic outlook in both the United States and abroad amidst softening GDP, sticky inflation, nervous bond market, housing fatigue, and the ever-reassuring backdrop of geopolitical tension. So thank you all for listening to our FOMC panel, where the vibes are uncertain at best, and the yield curve doesn’t wanna talk about it!Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://x.com/BobEUnlimitedCem Karsan https://twitter.com/jam_croissantHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Unusual Whales Pod Ep. 61: FOMC, Jerome Powell, Inflation, and the Economy in 2025This episode of the Unusual Whales Pod was recorded Live on May 8th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the continued Fed Rate Pause, holding rates at 4.25% to 4.5%, Trump’s enduring tariff battle and international trade war, the economy, and how things are looking from a macroeconomic point of view heading into the latter half of 2025.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://x.com/BobEUnlimitedCem Karsan https://twitter.com/jam_croissantMichael Kao https://twitter.com/UrbanKaoboyHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Unusual Whales Pod Ep. 60: Tariff Developments and Potential Trade Deals sponsored by ETFsThis episode of the Unusual Whales Pod was recorded Live on March 26th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with Yuri and a panel of experts, Nicholas explores the topics of tariffs, reshoring, nearshoring, and the global macroeconomic implications amidst ongoing tariff uncertaintyPanel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicBen Golub https://x.com/ben_golubBrad Freeman https://x.com/StockMarketNerdHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 59: Global Economics and Investment Amidst Tariffs, Sponsored by TemaETFsThis episode of the Unusual Whales Pod was recorded Live on March 26th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with Yuri and a panel of experts, Nicholas explores the topics of tariffs, reshoring, nearshoring, and the global macroeconomic implications amidst ongoing and increasing tariff uncertaintyPanel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicJohn Konrad: https://x.com/johnkonradHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 58: Rate Pause, Fed Policy, Recession, Trump's Tariffs, and Macro Outlook for 2025This episode of the Unusual Whales Pod was recorded Live on March 19, 2025. Nicholas is joined by a panel of macro experts to discuss the Fed Rate Pause, Trump’s Tariffs, the economy, and how things are looking from a macroeconomic, bird’s eye view here in 2025.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://x.com/BobEUnlimitedMarko Bjegovic https://x.com/MBjegovicHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Unusual Whales Pod Ep. 57: Quality Investing, Moats, and Buffett sponsored by TemaETFsThis episode of the Unusual Whales Pod was recorded Live on March 13th, 2025. Nicholas is joined by the Founder and CEO of Tema ETFs Maurits Pots, who manages the Monopolies and Oligopolies ETF, $TOLL investing in Quality Companies with tangible Moats to Unlock Long-term Compounding.Join us as we explore the concepts of quality investing, what makes a moat, and how investors can navigate the turbulent waters of current market volatility.Panel:Maurits Pot https://x.com/mauritspot Pieter “Compounding Quality” https://x.com/QCompounding Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Unusual Whales Pod Ep. 55: Quantum Computing Innovation, Investments, and Policy sponsored by Defiance ETFsThis episode of the Unusual Whales Pod was recorded Live on February 27th, 2025. Our host is joined by the CEO and CIO of Defiance ETFs, who manages the $QTUM Quantum ETF, as well as several experts in the fields of quantum computing and AI to discuss the potential of quantum computing, and how companies and investors are positioning themselves for the future. This podcast episode was sponsored by Defiance ETFs.Panel:Sylvia Jablonski https://x.com/SylvushkaPierre-Luc Dallaire-Demers https://x.com/dallairedemers Patrick Coles https://x.com/ColesThermoAI Richa Sharma https://x.com/richa_lq Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/