Ask The Compound

What’s the Best Case Trade War Scenario?

Apr 23, 2025

35:37

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Quick takeaways

Maintaining a long-term investment perspective helps investors navigate market volatility and capitalize on buying opportunities during downturns.

The trade war may offer a best-case scenario where consistent tariffs create a more stable business environment, despite ongoing uncertainties.

Deep dives

Navigating Market Sentiment

Market sentiment often sways investor behavior, leading to feelings of bearishness during downturns. It's crucial to recognize that emotions, while natural, shouldn't dictate financial decisions. A personal narrative illustrates how decisions driven by feelings can lead to missed opportunities; investors who automated their strategies consistently performed better than those who allowed emotions to cloud their judgment. Maintaining a long-term perspective helps investors navigate volatility and potentially capitalize on buying opportunities during market declines.

Intro

2min

Emotional Resilience in Investing

8min

Navigating Trade Tariffs and Economic Uncertainty

11min

Navigating Cash and Investment Strategies

12min

Investing in Canned Goods: Surprising Chart Insights

3min

On episode 168 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss staying invested amidst bearishness, the best case scenario around tariffs, preparing for a recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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