

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia
Mar 13, 2025
Lindsey Bell, Chief Market Strategist at Clearnomics, and Shannon Saccocia, Chief Investment Officer at Neuberger Berman, discuss navigating market volatility and economic uncertainties. They analyze the impact of tariffs on business decisions and economic growth, highlighting consumer resilience amid evolving spending patterns. Predictions for GDP growth are examined, alongside the Federal Reserve's balancing act between inflation and growth. They also explore opportunities beyond tech stocks and emphasize the importance of international investments for broader portfolio stability.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Tariff Turbulence
01:38 • 9min
Navigating Economic Uncertainties
10:53 • 24min
Navigating Investment Challenges
35:07 • 16min
Navigating Investment Opportunities in China's Economy
51:32 • 2min
Emerging Markets and the Role of AI in Investment Strategies
53:20 • 4min
Patience and Long-term Vision in Investing
57:42 • 6min