The Breakdown EMPIRE: The Biggest Market Crash Since 2020, What Next? | Felix Jauvin & Quinn Thompson
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Apr 14, 2025 Quinn Thompson and Felix Jauvin, hosts of the Forward Guidance podcast known for their macroeconomic insights, explore the turbulence in the markets post-Trump tariffs. They dive into the bull vs bear scenarios for 2025, discussing how geopolitical tensions affect market stability. The duo debates whether Bitcoin is a true safe haven and contrasts trading platforms like Coinbase and Robinhood. Listeners gain valuable perspectives on building resilient portfolios amid shifting economic indicators and evolving market sentiments.
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2025 Bearish Turn Explained
- Elevated valuations and unsustainable fiscal tailwinds set the stage for market weakness early in 2025.
- Trump's policies prioritized long-term sustainability goals, causing short-term growth headwinds for markets.
Understand Your Investment Horizon
- Know the time horizon of your investments before major market events.
- Decide if you're trading short-term or investing long-term to manage risk effectively during shocks.
Market Shock from Tariff Reality
- Liberation Day revealed effective tariff rates much higher than market expectations.
- This triggered rapid portfolio adjustments, reflecting risk-off moves and margin calls.