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