Maggie Lake Talking Markets
Episode 38: Is the US Stock Rout Over? With Tony Greer.
Apr 9, 2025
Tony Greer, a veteran trader and editor of the Navigator Newsletter, dives into the turbulence of the stock market following President Trump's tariff pause announcement. He discusses the immediate market rally and the psychology behind investor behavior. Greer also navigates the chaos of current market volatility, sharing personal insights and strategies for managing risk. The podcast examines impacts on oil prices, airline industries, and stresses the importance of disciplined trading and value investing in uncertain times.
37:16
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Quick takeaways
- The recent 90-day pause on tariffs announced by Trump triggered a remarkable stock market rally, illustrating the impact of fiscal policy on market dynamics.
- Traders are advised to remain flexible and responsive to the high volatility in the markets, adapting strategies based on psychological shifts rather than solely on fundamentals.
Deep dives
Market Reactions to Tariff Announcements
Recent announcements surrounding tariffs have significantly impacted market dynamics, particularly with a 90-day pause on tariffs announced by Trump leading to a strong rally in equity markets. The Nasdaq surged by 12%, while the S&P 500 and Dow also marked gains of approximately 9.5% and over 7%, respectively. Such drastic moves are unusual and indicative of broader market sentiment shifts influenced by policy changes. The rally followed a period of uncertainty and fear in the bond markets, highlighting the relationship between fiscal policy statements and market reactions.
