Coachella on Installments, Tariff Turmoil, and My Friends and Neighbors

This week, The Octus Download dives into the market-wide ripple effects of tariffs and the uncertain restructuring landscape they’re creating.

Hosts Jason Sanjana and Kevin Eckhardt unpack how tariffs are freezing M&A activity, stalling sale processes, and forcing a rethink on liability management exercises and covenant negotiations. They explore why this moment feels more like 2007 than 2008—and what it means for companies trying to navigate pricing pressure, shifting capital availability, and supply chain disruption.

Other highlights from the episode:
• The return of tariff-related “EBITDA add-backs”
• Why even top-line companies like Fabletics are shelving M&A
• LME vs. Chapter 11—what actually works in today’s market
• TikTok’s recession pulse: Club 33, empty Starbucks, and “Recession Brunette”
• A sharp take on My Friends and Neighbors as a lens on suburban financial anxiety

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