Episode 22- What Just Happened in September? Tariffs, EV Tax Credits, and Gold's Bull Run

Wheeler and Colin dissect September 2025's biggest financial shakeups in this monthly recap. The hosts explore the administration's unprecedented 100% tariff on branded pharmaceuticals without US manufacturing—an industry-specific policy that could reshape drug pricing and benefit major players like Johnson & Johnson, Eli Lilly, and Novartis while potentially devastating smaller biotech firms. They debate whether these tariffs will ultimately hurt consumers through higher insurance premiums and out-of-pocket costs, despite generic drugs remaining exempt.

The conversation shifts to the automotive industry's turbulent month as the $7,500 EV tax credit expired. Wheeler and Colin analyze how manufacturers like Ford, GM, and Tesla are adapting through lease programs, while Mercedes and Porsche retreat from the EV market entirely. They discuss China's BYD emerging as the global EV leader with $22,000 vehicles and question whether America has conceded this technological race. The hosts also examine Jaguar Land Rover's cybersecurity crisis costing $50 million weekly and the UK government bailout raising eyebrows about corporate welfare.

Wrapping up with market performance, the duo highlights the S&P 500's 14.35% year-to-date return and gold's stunning 45% gain—outpacing both stocks and Bitcoin. They discuss the Chicago Federal Reserve's shift to real-time unemployment data using ADP, Indeed, and Google information, potentially revolutionizing economic reporting. Throughout, Wheeler and Colin keep it personal, sharing stories about avocado prices, gas stations, and home construction costs to illustrate how tariffs and inflation affect everyday decisions beyond headline numbers.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims