The Economic Ripple Effect of Tariffs

We’re back from Spring Break, and…there’s a lot to catch up on! We dive right into the market volatility driven by tariff-related news and its implications for the economy. We’ll discuss the overwhelming need for certainty, the issues that come with a lack of trade with China, how paring back tariffs would be a business tailwind, and the Fed’s plan to get back to business as usual. We’ll also examine the decoupling of Bitcoin and gold from traditional asset classes and draw parallels to similar, past economic events.

Key Takeaways

[0:17] - Logistics and economic consequences of tariffs [07:05] - The need for certainty [14:59] - Dollar value, bond yields, bitcoin, and gold [21:02] - Historical parallels

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Links

Ryan Peterson: Ocean container bookings from China to the United States are down over 60% industry-wide

The Long View: Cullen Roche - What Tariffs Mean for Your Portfolio WSJ: Wealthy buyers are backing out of multimillion-dollar home deals Election betting odds

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Doug Stokes Greg Stokes Stokes Family Office

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