Tariffs are never an easy thing to digest, says Oppenheimer’s John Stoltzfus

Joining me now is John Stowfus, chief investment strategist at Oppenheimer. John, lot of moving parts today. Um, nuclear subs moving.Uh, you know, social media in the picture as usual, but how big a deal is this jobs number, the revisions and the implications for rates and policy for the rest of the year. Well, we great to be on CNBC with you, John. It's been a while since you and I have been on together on CNBC and I always enjoy speaking with you.So, how fortunate to be here today. Uh first off, related t ...