100 Days Later: The Market Reacts to Trump’s Policy Blitz episode artwork

EPISODE · May 7, 2025 · 36 MIN

100 Days Later: The Market Reacts to Trump’s Policy Blitz

from TDAM Talks · host Christian Medeiros, Ingrid Macintosh, Hussein Allidina

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Christian Medeiros, Vice President & Director, Portfolio Manager, Asset Allocation, TDAM and Hussein Allidina, Managing Director, Head of Commodities, TDAM, as they discuss what these early decisions mean for Canada's broad investment strategy going forward, how international partners are adapting, the impact on key sectors, and what might be ahead in the next 100 days.00:01:38 Where trade is today, and how it differs from Trump 1.0 00:04:18 The impact of trade wars on commodities and Canadian producers 00:06:02 Rapid-fire insights on immigration, tax cuts and deregulation 00:22:17 Key diversifying sectors to consider amid market volatility 00:26:09 Setting the stage for the next 100 days  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast  Email any questions or ideas for future episodes to: [email protected] follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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The first 100 days of Trump’s second term have ushered in familiar themes: tariffs, deregulation, and an aggressive "America First" stance. but this time, the global response is different. As investors navigate market volatility, shifting trade alliances, and new policy implications, how is Canada positioned to adapt?

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100 Days Later: The Market Reacts to Trump’s Policy Blitz

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