Trading the Tariff Tantrum

from Stocks Neat · host Forager Funds

Markets are swinging wildly, and policy tweets aren’t helping. In this quarter’s podcast, Chief Investment Officer, Steve Johnson, and Forager International Shares Fund Portfolio Manager, Harvey Migotti, dive into the renewed tariff chaos sparked by Donald Trump’s latest announcements. They explore what it could mean for US exceptionalism, inflation expectations, and global investor sentiment.From the bond market's sharp reaction, to the larger than expected tariffs and broader questions around corporate confidence and earnings revisions, Steve and Harvey dissect the key themes shaping portfolios right now.

Episode metadata supplied by the publisher feed · Published Apr 16, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

Trading the Tariff Tantrum

0:00 26:32

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Modern Value Investing with Sven Carlin Sven Carlin Want to learn about stock market investing, understand risk and reward of the stocks you buy, learn how to do in-depth fundamental analysis and more? Modern Value Investing with Sven Carlin Podcast covers a variety of investing topics that will help you reach your financial goals. PreMarket Prep Benzinga PreMarket Prep is a daily trading podcast that airs weekdays.Email [email protected] for your questions. *Disclaimer:* All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions. The Exchange for Entrepreneurs™ Podcast CSE - Canadian Securities Exchange If you are an avid follower of financial markets, stocks, or anything entrepreneurial, then The Exchange for Entrepreneurs™ podcast is your source for must-listen conversations with business leaders and influencers in capital markets. Stay informed and connected to the brightest minds in finance and public markets and benefit from the professional insights offered by our esteemed guests.

Frequently Asked Questions

How long is this episode of Stocks Neat?

This episode is 26 minutes long.

When was this Stocks Neat episode published?

This episode was published on April 16, 2025.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Stocks Neat episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!