Tariffs. Tax cuts. Geopolitics. Artificial intelligence. Inflation. Mass deportations. Rate cuts or rises. The year ahead is filled with question marks. Meanwhile, markets are historically high. Today on the show, Katie Martin and Rob Armstrong try to figure out what could go right, wrong and straight down the middle. Also, they short air fryers and go long jewellery for men.

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Read a transcript of this episode on FT.com

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The year ahead: tariffs, taxes and Trump 21:29 Share

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The year ahead: tariffs, taxes and Trump