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Tariff Shock, Kraft Heinz Split & Gold Surge: Outsmart Volatility in 2025

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Manage episode 504248419 series 3678325
Content provided by Ash Wendt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ash Wendt 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.

In the September 2, 2025, episode of The Boardroom Daily Brief, host Ash Wendt dives into critical market developments shaking global business. A federal appeals court’s ruling against Trump’s tariffs triggers a market selloff, with the S&P 500 dropping over 1% as supply chains face recalibration. Kraft Heinz announces a major split, undoing its 2015 merger to focus on grocery staples and sauces, addressing stagnant growth amid shifting consumer preferences. Gold surges to a record $3,529, signaling investor hedging against economic uncertainty, while manufacturing shows mixed signals with an ISM PMI of 48.7 but rebounding new orders. Ash’s deep dive explores turning trade volatility into competitive advantage, using lessons from Boeing’s tariff struggles, Apple’s diversification, and GE’s digital twin success. Actionable strategies include supply chain mapping, sourcing diversification, and AI-driven forecasting, with resources at boardroomdailybrief.com.

  continue reading

27 episodes

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Manage episode 504248419 series 3678325
Content provided by Ash Wendt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ash Wendt 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.

In the September 2, 2025, episode of The Boardroom Daily Brief, host Ash Wendt dives into critical market developments shaking global business. A federal appeals court’s ruling against Trump’s tariffs triggers a market selloff, with the S&P 500 dropping over 1% as supply chains face recalibration. Kraft Heinz announces a major split, undoing its 2015 merger to focus on grocery staples and sauces, addressing stagnant growth amid shifting consumer preferences. Gold surges to a record $3,529, signaling investor hedging against economic uncertainty, while manufacturing shows mixed signals with an ISM PMI of 48.7 but rebounding new orders. Ash’s deep dive explores turning trade volatility into competitive advantage, using lessons from Boeing’s tariff struggles, Apple’s diversification, and GE’s digital twin success. Actionable strategies include supply chain mapping, sourcing diversification, and AI-driven forecasting, with resources at boardroomdailybrief.com.

  continue reading

27 episodes

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