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Content provided by Matthew Howells-Barby & Austin Knight, Matthew Howells-Barby, and Austin Knight. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Howells-Barby & Austin Knight, Matthew Howells-Barby, and Austin Knight 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.
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It's So Over; We Are So Back

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Manage episode 476279466 series 2562187
Content provided by Matthew Howells-Barby & Austin Knight, Matthew Howells-Barby, and Austin Knight. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Howells-Barby & Austin Knight, Matthew Howells-Barby, and Austin Knight 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.

🎙️ Off Chain Weekly Recap – April 10, 2025

This week, Matt and Austin unpack one of the wildest weeks in markets this year:

🔹 Trump’s Tariff Tsunami: A 10% universal tariff turned into a tit-for-tat trade war with China, peaking at 125% tariffs on Chinese imports. China hit back hard — tariffs, blacklists, and export controls on rare earth minerals.

🔹 Global Fallout: Vietnam, India, Japan, and the EU rushed to the negotiating table. Some offered full tariff eliminations to avoid a full-blown trade war.

🔹 Apple, Inflation & $30K iPhones?: Concerns about Apple and other US companies absorbing the shock, but signs suggest they’re more resilient than during Trump’s first term.

🔹 Market Madness: Stocks nosedived early in the week, only to surge midweek after a partial tariff rollback. Crypto pumped. S&P saw its biggest 1-day gain since 2008. But uncertainty looms.

🔹 Currency Games: China strategically devalues the yuan to counter tariffs. US Treasury markets spooked. Is a dangerous feedback loop forming?

🔹 Outlook:

  • Short-term: More volatility, sideways action unless China escalates.
  • Mid-term: Q2/Q3 could be rough — all eyes on corporate earnings & the Fed.
  • Long-term: DCA and hold. Could look back at Q2 as a massive buying opportunity.

🛞 And yes — the G-Wagon is safe (for now). 🙃

  continue reading

160 episodes

Artwork
iconShare
 
Manage episode 476279466 series 2562187
Content provided by Matthew Howells-Barby & Austin Knight, Matthew Howells-Barby, and Austin Knight. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Howells-Barby & Austin Knight, Matthew Howells-Barby, and Austin Knight 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.

🎙️ Off Chain Weekly Recap – April 10, 2025

This week, Matt and Austin unpack one of the wildest weeks in markets this year:

🔹 Trump’s Tariff Tsunami: A 10% universal tariff turned into a tit-for-tat trade war with China, peaking at 125% tariffs on Chinese imports. China hit back hard — tariffs, blacklists, and export controls on rare earth minerals.

🔹 Global Fallout: Vietnam, India, Japan, and the EU rushed to the negotiating table. Some offered full tariff eliminations to avoid a full-blown trade war.

🔹 Apple, Inflation & $30K iPhones?: Concerns about Apple and other US companies absorbing the shock, but signs suggest they’re more resilient than during Trump’s first term.

🔹 Market Madness: Stocks nosedived early in the week, only to surge midweek after a partial tariff rollback. Crypto pumped. S&P saw its biggest 1-day gain since 2008. But uncertainty looms.

🔹 Currency Games: China strategically devalues the yuan to counter tariffs. US Treasury markets spooked. Is a dangerous feedback loop forming?

🔹 Outlook:

  • Short-term: More volatility, sideways action unless China escalates.
  • Mid-term: Q2/Q3 could be rough — all eyes on corporate earnings & the Fed.
  • Long-term: DCA and hold. Could look back at Q2 as a massive buying opportunity.

🛞 And yes — the G-Wagon is safe (for now). 🙃

  continue reading

160 episodes

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