Markets Brace for April 2nd Tariffs: What Investors Must Do | Ft. Peter Boockvar & Benjamin Wallace

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Apr 1, 2025

Anticipation is swirling as major tariff announcements loom. Experts dive into the possible implications of the tariffs and how they could signal a renewed trade war or simply serve as negotiation tactics. They reveal that uncertainty is the biggest threat to markets, not just the tariffs themselves. Political communication styles come under scrutiny, showing how delivery can influence economic negotiations. Investors are urged to rethink their strategies focusing on risk, value stocks, and the importance of diversification amidst volatility.

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INSIGHT

Two Tariff Possibilities

Two tariff possibilities exist: One seeks to level the playing field by lowering global tariffs.
The other proposes a 20% wholesale tax on all U.S. imports, potentially funding extended tax cuts.

INSIGHT

Tariffs: Tax and Regulation

Tariffs act as both taxes and regulations, impacting consumers and businesses.
The uncertainty surrounding the true purpose of these tariffs fuels market anxiety.

ADVICE

Interpreting Tariff News

Interpret tariff news by considering their potential impact on economic growth and earnings.
Consider the uncertainty and how businesses might adapt their strategies accordingly.

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Major tariff announcements are coming April 2nd and markets are holding their breath. Is this the beginning of a renewed trade war? Or is it just a high-stakes negotiation tactic?

In this special edition of Rise Up, Rise Growth Partners’ Joe Duran and Terri Kallsen are joined by investment veterans Peter Boockvar of Bleakley Financial Group and Benjamin Wallace of Grimes & Co. to unpack what’s really going on and how you should respond as an investor.

- The two possible tariff paths and their vastly different market implications

- Why uncertainty, not tariffs themselves, is the market’s biggest enemy

- The strange logic of Trump’s communication style: showmanship as a good sign?

- Why reversibility matters: could this all be walked back in weeks?

- What smart investors should do now: rethinking risk, value stocks, and diversification

Chapters:

1:41 – The Tariff Countdown Begins: What’s Really at Stake?

3:20 – Two Roads Diverge: Which Tariff Path Will Trump Take?

5:09 – Tax or Tactic? Decoding the Real Agenda

8:23 – Will It Stick? Reading the Tea Leaves on Tariff Permanence

11:44 – Trump Takes the Stage: Showbiz or Serious Policy?

13:26 - Investor Pulse: Navigating Client Concerns

15:27 - Strategic Calm: Charting Your Next Move

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