Cooked Up Controversies? Tariffs, the Fed & Government Intervention in Business
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Season 9, Episode 10
This week on 鈥淜now More. Risk Better.鈥 Winnie Cisar sits down with Mark Lightner to decode a whirlwind legal backdrop with real market stakes. They break down the Lisa Cook case – what a last-minute appellate decision could mean for Fed independence, who鈥檚 in the room for the next rate call, and how today鈥檚 legal signals shape the FOMC鈥檚 2026 lineup.
Then they tackle the Supreme Court鈥檚 fast-track review of IEEPA tariffs – what the justices will decide, why non-delegation matters, and how a reversal could ripple through refunds, trade deals, and positioning. Finally, they map the broader playbook of government intervention – from agency pressure and funding leverage to DOJ lawsuits – and how it鈥檚 hitting sectors differently.
Expect clear takeaways on timelines, base cases versus market expectations, and how to position around legal catalysts that could move spreads – whether they break wider or keep grinding tighter.
(Please note, this podcast was recorded on Monday, September 15 at 4.30pm EDT)
Winnie Cisar
Global Head of Strategy, 乱伦短视频
Mark Lightner, Esq.
Head of Special Situations Legal Research, 乱伦短视频

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