Bloomberg Businessweek Tariff Fog with Bokeh Capital's Kim Forrest, RFK Jr's Deep State
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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.
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Unusual Market Behavior
- The market's behavior is unusual, not following predicted gains.
- This might be due to light trading volume because of upcoming holidays and confusion around tariff exemptions.
Underestimated Complexity
- Product interconnectedness and complexity are often underestimated.
- This is especially true for products with global supply chains, like Apple's.
Investing Amid Uncertainty
- Don't get paralyzed by fear and uncertainty in the market.
- Focus on companies with strong products and customer loyalty, like Apple.