Closing Bell Closing Bell Overtime: The Return of Tech Leadership?; Former U.S. Ambassador to China On Global Risks 6/16/25
Jun 16, 2025
Amid global tensions, the stock market shows surprising resilience, largely driven by tech giants. Insights into the G7 summit reveal strategies addressing U.S.-China relations and the volatile Middle East. The discussion also highlights a tech resurgence, particularly with AI's influence on market dynamics. Notably, Meta's and Alphabet's performances are scrutinized amidst shifting advertising strategies. Beauty stocks are on the rise, despite industry struggles, as companies adjust to new market realities.
AI Snips
Chapters
Transcript
Episode notes
Equities Rebound After Conflict
- Markets typically recover quickly after geopolitical shocks, with 78% positive returns one month later.
- Panic selling is ill-advised during conflicts, as global equities often rebound soon after initial volatility.
Inflation Impact from Tariffs & Energy
- Tariffs are already affecting inflation via higher prices on imported goods.
- Energy prices likely won't rise long-term as Iran is militarily weak and unlikely to escalate further.
Inflation-Proof Portfolio Strategies
- Inflation-proof your portfolio by increasing exposure to stores of value like gold and Bitcoin.
- Invest in companies with strong pricing power, especially AI infrastructure stocks, to counter inflation risks.