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Trump’s “Big, But Simple” Approach, the Names Navigating Uncertainty, and the Politics of Shrimp 4/1/25

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Manage episode 474642257 series 1772319
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC 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.

With a little more than 24 hours until Trump’s big announcement, Raymond James’ Ed Mills says the tariff talk is just getting started. The sectors and countries he expects to be targeted first—and why we’ll still be talking about this in a year’s time. If you’re looking for names successfully navigating the uncertainty in the meantime, one portfolio manager has an under-the-radar software pick. Plus, Acy Cooper, fourth-generation Louisiana fisherman and captain of the Lacy Kay, tells us why the shrimping industry is rooting for more trade restrictions.

  continue reading

2073 episodes

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iconShare
 
Manage episode 474642257 series 1772319
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC 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.

With a little more than 24 hours until Trump’s big announcement, Raymond James’ Ed Mills says the tariff talk is just getting started. The sectors and countries he expects to be targeted first—and why we’ll still be talking about this in a year’s time. If you’re looking for names successfully navigating the uncertainty in the meantime, one portfolio manager has an under-the-radar software pick. Plus, Acy Cooper, fourth-generation Louisiana fisherman and captain of the Lacy Kay, tells us why the shrimping industry is rooting for more trade restrictions.

  continue reading

2073 episodes

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