Behind the Markets Podcast

Looking for the GeoAlpha?

Jul 11, 2025
Samuel Rines, Macro Strategist at WisdomTree; Chris Gannatti, Global Head of Research at WisdomTree; and Jeff Weniger, Head of Equity Strategy at WisdomTree, delve into today’s turbulent economic landscape. They discuss the surprising resilience of consumer spending amidst tariff escalations and the dominance of tech giants like Apple and Nvidia, especially in AI advancements. The trio also explores innovative investment strategies focusing on geopolitical shifts, emphasizing opportunities in India while re-evaluating emerging markets without China, Korea, and Taiwan.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Tariff Talks Mostly Negotiation Tactics

  • Market fears a wave of tariffs but this may be just negotiating tactics.
  • Tariffs' real impact may only be visible in Q3 as companies adjust and manage supply chains.
INSIGHT

Companies Mitigate Tariff Impact

  • Much of the earnings impact from tariffs has already been priced in by companies.
  • Firms have adapted with flexible supply chains to mitigate tariff effects over time.
INSIGHT

Caution on Fed Rate Cuts

  • There is limited justification to cut interest rates with current economic data.
  • Manufacturing and services sectors show weakness but unemployment and markets do not warrant aggressive easing.
Get the Snipd Podcast app to discover more snips from this episode
Get the app