WEALTHTRACK The Macro Challenges Facing Leading Investor Tom Russo’s Global Companies
Jul 19, 2025
Join Tom Russo, managing member and chairman at Gardner, Russo & Quinn, as he tackles macro challenges for global brands. He discusses the resilience of consumer loyalty amid turbulent times. Russo highlights how shifts in international relations impact investment strategies and the dollar's reserve status. He emphasizes agility in response to U.S. policy changes and the growth potential of companies like Heineken. Lastly, he shares the vital role of integrity and character in making solid investment decisions.
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Indispensable Products Endure Disruption
- Focus on businesses with products indispensable to consumers to endure disruptions.
- Avoid distraction by political or economic external forces that do not affect core business value.
Don't Provoke Your Customers
- Never give your customer a reason to look elsewhere.
- Focus on continuously satisfying your consumer despite external provocations.
Dollar's Reserve Status Under Threat
- Companies view the U.S. market as less reliable historically due to geopolitical changes.
- There is risk of losing the dollar's reserve currency status due to emerging proposals.