Q1 Review, Liberation Day Fallout, & A Push For Diversification
In the aftermath of “Liberation Day”, we discuss the market reactions to the tariffs announced by the Trump administration, the implications for economic growth, and the importance of diversification in investment strategies. They analyze the current state of the markets, the fear index, and the potential effects of interest rate changes. The discussion emphasizes the need for investors to navigate volatility and maintain a disciplined approach to investing.
Key Takeaways
- [0:17] - Post Liberation Day fallout
- [04:17] - Understanding trade deficits, reciprocity, and tariff implications
- [06:23] - Can the yet-to-be announced tax and interest rate policy balance the risk?
- [08:34] - Will there be a walk-back?
- [09:39] - Looking at the Trump admin’s goal of pushing down interest rates
- [11:52] - Reviewing Q1 and continuing to push for diversification
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
