Tariffs, economic policy and market reactions continue to dominate discussions, shaping both short-term volatility and long-term investment strategies. Understanding the broader implications of these policies is essential to making informed decisions. Co-hosts Joseph Gradante, AJ Giannone, and Tyler Goering break down the current landscape, discussing the impact of tariffs, the importance of historical context in economic cycles, and what investors should focus on amid market noise.
Key Takeaways:
(01:13) Tariffs spark debate, but the broader economic impact depends on long-term trade negotiations.
(03:02) Market fluctuations often overreact to policy shifts — fundamentals matter more.
(09:00) Short-term market noise creates opportunities for those who take a long-term perspective.
(09:29) Economic cycles repeat — understanding history provides an advantage in navigating uncertainty.
(12:31) Rising interest rates will make debt refinancing more challenging for the economy.
(14:32) Long-term investing is about building sustainable wealth to secure financial stability for future generations.
(14:57) The growing US fiscal deficit is a risk that needs urgent policy attention.
(18:08) Sustainable economic growth requires balancing deregulation, fiscal discipline and investment.
Resources Mentioned:
https://www.linkedin.com/in/yoda-josephgradante/
https://www.linkedin.com/in/agiannone-cfa/
https://www.linkedin.com/in/tyler-goering-cfa/
https://www.federatedhermes.com/us/home.do
NVIDIA -
https://www.nvidia.com/en-us/
https://www.sifma.org/explore-issues/treasury-market-structure/
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