Slate Money Markets Will Be Markets
23 snips
Jul 5, 2025 
Barry Ritholtz, an investments expert, joins the discussion to unravel the recent all-time highs in the US stock market. He provides insights into market behavior, reflecting on the turmoil during Trump’s tariffs and the emotional responses of investors. Ritholtz theorizes why the US dollar is losing value amidst shifting economic trends and how these dynamics affect investment strategies. The conversation also dives into risk appetite and the complex relationship between fiscal policy and market reactions.
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Market Volatility and Surprises
- Stock market volatility is normal and partly due to surprise policy events causing emotional reactions.
- Markets dislike unexpected surprises more than uncertainty itself, explaining recent turmoil and recovery.
Reasons for Stock Market Rally
- Stocks are rising due to tariff backpedaling, a weaker dollar, and expected fiscal stimulus.
- The fiscal bill favors corporations, which boosts earnings and thus supports stock prices.
Overcome Fear of Missing Out
- Investors often fear missing out and hesitate to re-enter the market after dips.
- A disciplined process to manage mistakes and avoid panic improves investment outcomes.