

Lions, and tigers, and tariffs. Oh my!
35 snips Apr 4, 2025
In this conversation, Jason Moser and Asit Sharma share their insights on the economic impacts of tariffs, dissecting how they affect U.S. companies and stock market volatility. Liz Ann Sonders provides guidance on navigating market corrections and offers strategies for cautious investing amid uncertainty. The panel dives into Rocket's significant acquisition of Mr. Cooper and discusses Roblox's innovative ad integration aimed at Gen Z. Investors are advised to keep an eye on emerging stocks while weighing the implications of recent earnings reports.
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Tariff Impact and Nature
- The Trump administration's tariffs are impacting the stock market, causing declines.
- These tariffs, while called "reciprocal", are not truly reciprocal and seem tied to trade deficits.
Navigating Tariff-Driven Market Volatility
- Expect short-term earnings hits and fluctuating stock valuations due to tariff confusion.
- Avoid panic selling unless absolutely necessary; historically, markets rebound.
RH CEO's Reaction to Stock Drop
- RH CEO Gary Friedman reacted to a 40% stock drop with "Oh, shizzles," after weak earnings and tariff news.
- RH's heavy reliance on Asian imports (72%) makes it vulnerable to tariffs.