Mike Armstrong and Marc Fandetti explain how tariffs could and likely will increase the price you pay for insurance. State Farm was all in on California, until just before the fires hit. Amazon shares fall after sales outlook is weaker than expected. Tesla car sales in China fall over 11% as competition heats up. Bessent calms markets by leaving US dollar and debt plans intact. Paul LaMonica, Barron's, joins the show to chat about Etsy.