The Canadian Investor 12 Stocks We’re Watching as the Market Pulls Back
Mar 17, 2025
The podcast dives into recent market volatility, highlighting how uncertainty impacts investing strategies. The hosts discuss the importance of diversification and staying informed about one's holdings. Notable stocks like Nvidia, Costco, and American Express are analyzed for their potential amid turbulence. Insights are shared on the effects of tariffs and corporate leadership on market movements. The conversation also explores investment opportunities in the current landscape, urging a calm, long-term outlook despite market fluctuations.
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Episode notes
Market Volatility as a Reality Check
- The current market volatility is a reality check, reminding investors that markets don't always rise.
- This volatility is normal and presents opportunities for those with capital to deploy.
Alcoa CEO on Tariffs
- Simon Belanger shares an anecdote about Fox Business News interviewing Alcoa's CEO.
- The CEO pushed back on Trump's tariffs, highlighting the long-term planning challenges they create.
Impact of Uncertainty on Markets
- Markets dislike uncertainty, evident in the negative impact of Trump's policies on market performance.
- Major indices and specific sectors like tech have experienced drawdowns due to this uncertainty.