Merryn Talks Money Trump, Trade Wars and the Basis Trade
Apr 10, 2025
Join John Stepek, author of the Money Distilled newsletter and Bloomberg senior reporter, as he dives into the current landscape of trade wars and economic uncertainties. He discusses how Donald Trump's strategies might be reshaping American exceptionalism. The conversation outlines the complexities of U.S.-China trade relations and the implications of recent tariffs on global markets. Stepek also sheds light on the intricacies of the bond market and the potential risks posed by persistently low interest rates.
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Long-Term Investing
- If you're a long-term investor, look at your portfolio rarely.
- This helps avoid emotional reactions to short-term market fluctuations.
Market Downturns
- Prepare a watchlist of stocks and target prices.
- This allows you to capitalize on market downturns.
Gold as a Buffer
- Hold some gold in your portfolio.
- It acts as a buffer during market downturns.