The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006

🚀 Market Volatility, Trump’s Tariffs, & The Future of Crypto In this episode of The New Barbarians Podcast, Bill Mann and Mark Connors break down a turbulent week in global markets. From Trump’s unexpected tariffs shaking equities to Bitcoin and gold emerging as key safe havens, we analyze the key macro trends shaping 2025. 📉 Key Topics Covered: - Market Recap: January ended strong with Bitcoin up 9%, gold up 6%, but major equity indices faced volatility. - Trump's Tariffs: Impact on markets and comparisons to historical policies like Smoot-Hawley. - Gold’s Resurgence: Why gold is behaving like it's the 1970s all over again. Bitcoin & Safe Havens: The rise of digital assets as traditional markets stumble. - European Stocks' Surprise Surge: What’s driving their unexpected gains? Crypto Flash Crash: 18-minute market chaos—Ethereum down 28% before rebounding! - Fed & Crypto: Jay Powell’s signals on crypto in banks and what it means for the future of finance. - Ethereum’s L2 Expansion: Chris Rosa previews his upcoming research on - Ethereum’s shift to Layer 2 scaling and its implications for TradFi. - Upcoming Guest: Next week, we welcome Connor Farley, CEO of Truvius, to discuss institutional crypto investing. 💡 What’s Next? - Bill’s upcoming research paper on portfolio optimization & factor investing. - Chris’ deep dive into Ethereum, L2s, and portfolio construction in crypto. - The future of AI-driven portfolio management and financial markets. 🎧 Subscribe, Like, and Comment! Let us know your thoughts and follow us for more insights on traditional and digital markets. 🔗 Follow Our Work: 📜 Substack: Mark R. Connors - https://substack.com/@markrconnors 📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/ 📜 SSRN for research papers - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5054066 📜 SmartKarma - Chris Rosa -- https://www.smartkarma.com/profiles/christopher-rosa/research 📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/research Twitter - The New Barbarians - https://x.com/thenewbarbpod Twitter - Mark Connors -- https://x.com/riskdimensions 🌐 Podcast available on all major platforms! #Crypto #Bitcoin #Ethereum #MarketAnalysis #Finance #Investment #MacroEconomics Chapters 00:00 Market Overview and January Performance 09:51 Impact of Tariffs and Economic Uncertainty 20:10 Portfolio Construction and Optimization Techniques 30:07 Future Trends in Crypto and Digital Assets