

President Trump’s Tariff Rollout Looms Large 4/1/25
Apr 1, 2025
Stephanie Link, a savvy market strategist, shares her insights on portfolio moves and the impact of upcoming tariffs on consumer spending. Josh Brown, an investment committee member, reveals his picks for quarterly winners and losers, offering a peek into market behavior. They discuss the resilience of consumers despite economic uncertainties and delve into the implications of tariff policies on corporate profits. Overall, optimism lingers, even as they navigate the challenges of a fluctuating market landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Consumer Resilience Amid Tariff Concerns
02:15 • 13min
Navigating Market Uncertainties
15:03 • 10min
Market Insights and Advertising Highlights
25:29 • 2min
Cybersecurity and Market Trends
27:14 • 6min
Current Events and Market Insights
33:03 • 4min
Economic Detox and Market Dynamics
37:03 • 9min
Stock Performance Insights and Market Updates
46:19 • 2min