Bloomberg Daybreak: Asia Edition Nvidia Chip Curbs Spur Market Caution; Chinese Suppliers Mock Tariffs on TikTok
Apr 16, 2025
Ken Stern, President and CEO at Lido Advisors, discusses the recent dip in US equity markets amid growing trade tensions and new chip export restrictions to China. Colum Murphy, a China EcoGov reporter for Bloomberg News, reveals how Chinese TikTok influencers are promoting products directly to Americans, challenging U.S. tariffs with a focus on well-known brands. The conversation also touches on the need for careful investment strategies during these volatile times, emphasizing long-term planning and market trends.
AI Snips
Chapters
Transcript
Episode notes
Market Volatility
- The U.S. equity market is experiencing volatility, with daily ups and downs.
- Focus on macroeconomic trends rather than short-term market fluctuations.
Investor Sentiment Divergence
- Retail investors have invested billions into equities since President Trump's tariffs.
- Bank of America’s fund manager survey shows the most negative economic prospects in three decades.
Long-Term Investing
- Avoid knee-jerk reactions to market fluctuations and focus on the long term.
- Consider hedging and protecting your downside during economic slowdowns.