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Market Chatter: Tariffs On...Tariffs Off: What's Really True Today?
Manage episode 487751695 series 3553731
When the economy zigs, the headlines zag.
Our hosts, Joey Loss and Adam Van Wie, decipher today’s market highs and trade war fears, revealing why the market keeps trending upward, even as tariffs dominate the news cycle.
They zoom in on more than just tariff talk. They explain how policies limiting chip exports to China are part of a bigger play: keeping America competitive in AI and defense. It’s not just about taxing imports—it's about national strategy.
Enter the “One Big Beautiful Bill Act,” a proposed stimulus-style tax policy favoring immediate deductions on capital expenditures. The logic? Make 2025 look too good to delay. It’s a bet on growth—manufacturing, employment, and GDP—all without waiting on the Fed to cut rates.
Speaking of which, inflation remains low by global standards (1.84%), and though rate cuts aren’t imminent, Joey and Adam caution against overconfidence in predictions. What’s truly surprising is that the job market’s still chugging along, even as government jobs dip. Wage growth at 3.9%? That’s nothing to sneeze at.
Their advice? Don’t let politics—or panic—drive your portfolio. Diversification and long-term thinking are winning again. The drama may be noisy, but the fundamentals remain quietly strong.
Key Topics:
- Tariffs, Chips, and Strategic Trade Policy (02:04)
- Business Stimulus and the “One Big Beautiful Bill Act” (05:14)
- Inflation, Fed Cuts & Global Comparison (08:41)
- Jobs Report: What's “Just Right”? (17:34)
- Long-Term Investing & Staying the Course (21:56)
This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.
You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.
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Read our audio, video, and written content disclaimer here.
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