Bloomberg Businessweek
Tariff Fog with Bokeh Capital's Kim Forrest, RFK Jr's Deep State
Apr 15, 2025
Kim Forrest, Founder and CIO of Bokeh Capital Partners, sheds light on the tariff war's impact on market perspectives, urging investors to maintain a long-term vision. She discusses the regulatory challenges affecting stock trading and how tariffs complicate global supply chains. Additionally, Riley Griffin shares insights on RFK Jr.'s controversial 'Deep State' remarks during an FDA meeting, triggering a mix of reactions and highlighting the pressures within healthcare policy during turbulent times.
16:20
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Quick takeaways
- The tariff war has revealed a focus on short-term market views, urging investors to maintain calm and think long-term.
- NVIDIA's ambitious plan to produce $500 billion in AI equipment domestically highlights a significant shift towards local manufacturing in technology.
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