We’re back from Spring Break, and…there’s a lot to catch up on! We dive right into the market volatility driven by tariff-related news and its implications for the economy. We’ll discuss the overwhelming need for certainty, the issues that come with a lack of trade with China, how paring back tariffs would be a business tailwind, and the Fed’s plan to get back to business as usual. We’ll also examine the decoupling of Bitcoin and gold from traditional asset classes and draw parallels to similar, past economic events.

Key Takeaways

• [0:17] - Logistics and economic consequences of tariffs
• [07:05] - The need for certainty
• [14:59] - Dollar value, bond yields, bitcoin, and gold
• [21:02] - Historical parallels

View Transcript

Links

• Ryan Peterson: Ocean container bookings from China to the United States are down over 60% industry-wide
• The Long View: Cullen Roche - What Tariffs Mean for Your Portfolio
• WSJ: Wealthy buyers are backing out of multimillion-dollar home deals
• Election betting odds

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• Doug Stokes
• Greg Stokes
• Stokes Family Office

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.