Many Happy Returns The Orange Swan: Surviving the $10 Trillion Selloff
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Apr 9, 2025 Global stock markets have taken a dive, losing nearly $10 trillion in value, and the fallout from political moves is shaking investor confidence. Discussions revolve around the impact of tariffs on commodities and stock valuations, revealing complex economic ramifications. The podcast delves into strategies for weathering this volatility, emphasizing the importance of sticking to investment plans. Key concepts like the 'Fed put' explain how the Federal Reserve attempts to stabilize markets, but challenges in managing inflation complicate matters.
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Market Plunge
- Global stock markets plunged, wiping out nearly $10 trillion in market value, causing investor anxiety.
- This sell-off, triggered by Trump's tariffs, raises concerns about the future of the market.
Platform Issues
- UK investors experienced difficulties accessing investment platforms due to the market crash coinciding with the start of the tax year.
- This added to the stress of the market downturn.
Safe Havens
- Government bonds and money market funds held steady during the market downturn, providing a safe haven.
- Gold, surprisingly, sold off despite its typical safe-haven status, possibly due to its volatility and tariff concerns.