Halftime Report Trading the Trump Selloff 4/4/25
Apr 4, 2025
This discussion features Josh Brown, a financial commentator known for his keen market insights, Steve Weiss, a seasoned investment professional, and Bryn Talkington, an investment strategist. They dive into the effects of Trump Tariffs on market dynamics and the resulting selloff. The panel shares their portfolio moves amidst volatility, emphasizing the importance of cautious investing. They also explore how recent economic indicators and the Fed's decisions shape investor sentiment, alongside challenges faced by sectors like tech and IPO markets.
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US: Hunter to Prey
- Steve Weiss believes the US has transitioned from a hunter to prey.
- He criticizes Trump's negotiation skills, citing his purchase and subsequent loss on a hotel sale.
Market Pricing in Negatives
- Jim Lebenthal believes the market is pricing in all negative possibilities and none of the positive ones.
- He suggests a new economic ideology is replacing income and corporate taxes with tariffs.
Nike Purchase
- Bryn Talkington bought Nike due to its Vietnam manufacturing base, citing a tariff misunderstanding.
- She believes the US and Vietnam will renegotiate tariffs, making Nike a good investment.