On today’s show we discuss the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buying stocks when they’re down 15%, the unintended consequences of Trump’s trade policies, panic in the stock market, when you should sell some stocks and much more.
A historical look at what happens when you buy the stock market when it’s been down 15% or worse.
The behavioral biases that trip you up during a downturn.
Some random thoughts and questions about a wild week in the markets.
On today’s show we discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!
How trend-following works in a downtrending market.
On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more!
How bad could the Tariff Tantrum get in the stock market?
Widespread tariffs have never worked in America.
Are politics causing people to change their portfolios?
