A Tariff Turnaround 2/3/25

Frank Holland and the Investment Committee debate the tariff turnaround as stocks come off their lows after the White House pauses tariffs on Mexico for one month. Plus, Joe Terranova details his quarterly ETF rebalance. And later, Brian Sullivan joins us with the latest on the oil markets as tariffs loom. Investment Committee Disclosures 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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This episode was published on February 3, 2025.

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