Yardeni Research President says the recent selloff shows that markets are giving a "big thumbs down" to President Trump's tariff policy. He also told us about his year-end target for the S&P 500, his views on a potential recession, and why he's still skeptical about China. Chapters: 00:00:00 - Yardeni on Trump's tariffs strategy 00:06:10 - Yardeni on stagflation, recession odds 00:07:55 - Yardeni cuts year-end target for S&P 500 00:08:55 - Yardeni: Skeptical about China 00:10:49 - Yardeni: Gold