Unhedged Will Trump’s tariffs make Europe great again?
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Feb 6, 2025 
Aiden Reiter, a New York-based markets writer for the Financial Times, joins the discussion with insights on European stock indices outperforming the S&P 500. He highlights how Trump’s tariffs could unintentionally benefit global exporters. The conversation unfolds the growing U.S. interest in European markets and the need for diversification despite ongoing neglect. Additionally, ethical concerns around posthumous publishing and the potential risks of 24-hour stock trading are explored, providing a thought-provoking dialogue on market dynamics and investor strategies.
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Europe's Unexpected Stock Performance
- European stocks, like the UK's FTSE and Germany's DAX, are hitting record highs.
- This is surprising given the persistent narrative of American exceptionalism in markets.
Tariff Uncertainty and Market Sentiment
- Trump's threatened tariffs on the EU haven't materialized, boosting market sentiment.
- This allows risky assets like European stocks to catch up or be considered as standalone bets.
Tariffs, Currency, and Exports
- Tariffs on US imports could be inflationary, strengthening the dollar and weakening other currencies.
- This benefits Eurozone exporters, as a weaker euro makes their goods cheaper.