Trump tariff tsunami, 7 new stocks on our watchlist & how to play the defence boom

7 snips

Apr 6, 2025

Recent tariffs introduced by Trump have sent shockwaves through global markets, prompting a discussion on long-term investment strategies. The hosts reveal seven promising stocks on their watchlist while also exploring the booming defense sector. Insights into the impacts of geopolitical tensions on commodities and the potential of defense ETFs take center stage. They also analyze the stock performance of notable companies like Eli Lilly and Games Workshop, providing a comprehensive overview of current investment opportunities.

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INSIGHT

Trump's Tariff Tsunami

Global stocks fell after Trump's tariff announcements, with the S&P 500 dropping 11% in two days.
The hosts discuss the tariffs' potential impact on Australia and their investment strategies.

ADVICE

Long-Term Investing

Maintain a long-term investment perspective despite market volatility caused by events like trade wars.
Continue dollar-cost averaging and diversify globally to mitigate risk.

ANECDOTE

Microsoft's 50th Anniversary

Microsoft celebrated its 50th anniversary, with an initial $1,000 investment in its IPO now worth $4.2 million.
The hosts share anecdotes about Microsoft's history, highlighting the impact of company growth on long-term returns.

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Remember: In hindsight, all previous market crashes have looked like great buying opportunities.

Globally, stocks are down after US President Trump's tariff announcements. The S&P 500 is down 11% in two days. We unpack what has been announced and how it may affect Australia.

That's not all we cover in another big episode of Equity Mates:

We share the stocks that we've added to our watchlist over the past month
We answer a listener question about Defence ETFs and this boom in defence spending

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