

Globe Braces For Trump Tariffs; Oil Outlook For 2025
Dec 27, 2024
In a fascinating discussion, Katerina Simonetti, a senior portfolio manager at Morgan Stanley, shares her insights on navigating investment strategies as the market braces for change heading into 2025. Dr. Ellen Wald, a senior fellow at the Atlantic Council, analyzes the complex dynamics of the oil market amidst geopolitical tensions and the looming threat of Trump-era tariffs impacting global trade. They highlight the necessity for companies to adapt supply chains and the potential implications on energy policies and inflation.
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Transcript
Episode notes
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Intro
00:00 • 2min
Navigating Uncertainty in Investment Strategies
01:36 • 8min
Navigating Equity Markets: Defensive Strategies for 2025
09:23 • 2min
Navigating Tariff Uncertainties
11:51 • 5min
Global Trade Concerns and Oil Market Dynamics
16:50 • 2min
Navigating the Oil Market and Geopolitical Impacts
18:49 • 7min
Nuclear Energy's Future Amidst Political Change
25:39 • 3min
Reviving Hollywood: The Box Office Comeback
28:20 • 7min
Reviving Cinema: Box Office Success and Recommended Films
35:30 • 2min