Thoughtful Money with Adam Taggart

SPECIAL REPORT: Tariff Trauma -- What We Know So Far About Why The Markets Are Bleeding

22 snips
Apr 3, 2025
Lance Roberts, a savvy portfolio manager, shares his insights on the recent "Liberation Day" tariffs and their impact on the markets. He dives into how the tariff changes have confused market predictions, affecting investor strategies and consumer health. The discussion covers the intricacies of the automotive industry, short selling tactics in today’s volatile economy, and the odd relationship between falling oil prices and drilling profitability. Lance also emphasizes the importance of professional financial advice during these turbulent times.
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INSIGHT

Market Surprise

  • The markets were surprised by these tariffs because they were much larger than anticipated and not reciprocal.
  • They targeted the trade deficit, not specific goods, which confused investors.
ADVICE

Handling Market Volatility

  • Avoid impulsive market decisions during volatile periods.
  • Step back, assess your portfolio rationally after the market closes.
INSIGHT

Tariff Impact on Inflation

  • Tariffs might cause short-term price increases, but their long-term impact on inflation is deflationary.
  • This is due to reduced economic growth and consumer choice.
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