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Ocean Park's St. Aubin: In tariff 'No-Man's Land,' there are reasons for optimism

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Manage episode 483114151 series 30363
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

James St. Aubin, chief investment officer at Ocean Park Asset Management, says the stock market is pricing solid corporate earnings and generally strong economic growth momentum, but those gains haven't ended the uncertainty around tariff policies. While the market seems to think the impacts will be muted, St. Aubin says we are in a waiting period to see how consumers, markets and economies are truly impacted by tariffs, and the generally positive view leaves more potential downside risk that investors should guard against. Mark Gatto, co-chief executive officer at CION Investment Group, discusses how private markets have been reacting to the policy turmoil and how they have been steadier and less volatile than public markets amid the broad market swings caused by current events. Plus Adam Bierman, a founder of MedMen — one of the earliest public entrants into the marijuana business — discusses his book "Weed Empire: How I Battled Gangsters, Investment Banks, and the Department of Justice to Build the Cannabis Industry in America."

  continue reading

2119 episodes

Artwork
iconShare
 
Manage episode 483114151 series 30363
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

James St. Aubin, chief investment officer at Ocean Park Asset Management, says the stock market is pricing solid corporate earnings and generally strong economic growth momentum, but those gains haven't ended the uncertainty around tariff policies. While the market seems to think the impacts will be muted, St. Aubin says we are in a waiting period to see how consumers, markets and economies are truly impacted by tariffs, and the generally positive view leaves more potential downside risk that investors should guard against. Mark Gatto, co-chief executive officer at CION Investment Group, discusses how private markets have been reacting to the policy turmoil and how they have been steadier and less volatile than public markets amid the broad market swings caused by current events. Plus Adam Bierman, a founder of MedMen — one of the earliest public entrants into the marijuana business — discusses his book "Weed Empire: How I Battled Gangsters, Investment Banks, and the Department of Justice to Build the Cannabis Industry in America."

  continue reading

2119 episodes

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