Barry Knapp believes the recent market pullback is just a part of the full plunge. He explains how investors are mispricing a "Trump put" and doesn't think the Fed is offering enough of a "cushion" to soften a blow to its dual mandate. When it comes to AI's risk to the job market, Barry points to Block (XYZ) cutting about half its labor force as the latest litmus test among companies to see if they can maintain growth with less people.