Slate News

Slate Money | Markets Will Be Markets

Jul 5, 2025
Barry Ritholtz, an investments expert known for breaking down market behaviors, joins the hosts to discuss the US stock market reaching all-time highs. He explores the historical context of these surges and the implications of Trump’s tariffs on market dynamics. The conversation also digs into the emotional toll of market volatility on investors and why the US dollar continues to decline amidst economic shifts. Ritholtz offers insights that blend serious analysis with engaging storytelling.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Markets Fear Surprises, Not Uncertainty

  • Markets dislike unexpected surprises more than uncertainty itself. - Policy measures, especially tariff pauses, have reassured investors, helping stocks reach new highs.
INSIGHT

Fiscal Stimulus Supports Stocks

  • Fiscal stimulus, mainly through tax cuts, pumps cash into corporations and boosts stock prices. - The stock market benefits more directly from corporate-focused fiscal measures than broad-based stimulus.
INSIGHT

Momentum Beats Value Investing

  • Momentum investing often outperforms value investing because stocks at all-time highs can continue rising. - All-time highs signal the provisional peak, not necessarily an imminent downturn.
Get the Snipd Podcast app to discover more snips from this episode
Get the app