logo
episode-header-image
Jan 2025
11m 28s

Trump 2.0 – a new era of volatility

JULIUS BAER
About this episode

President Trump has spent his first hours back in the White House tearing up many of Joe Biden’s policiesand issuing a flurry of executive orders on matters including immigration, energy and the cost of living. The US dollar surged on news of potential tariffs on Canada and Mexico, while oil prices slipped after Trump announced plans to boost US oil and gas production. Manuel Villegas, Next Generation Research, shares his thoughts on digital assets amid increased volatility in the new Trump 2.0 era.

00:00 Introduction by Helen Freer (Investment Writing)

00:38 Markets wrap-up by Jonti Warris (Investment Writing)

06:24 Digital assets update by Manuel Villegas (Next Generation Research)

10:19 Closing remarks by Helen Freer (Investment Writing)


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

Up next
Yesterday
Gold breaks records as markets pause
Global equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s weak cloud margins raised concerns about profitability in AI infrastructure. European stocks remained flat, though French luxury bran ... Show More
17m 25s
Oct 7
US stocks hit fresh highs on deals and despite geopolitics
Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals. Political uncertainty in France and Japan lifted bond yields, weakened the yen and euro, and drove gold towards the historic USD 4 ... Show More
13m 28s
Oct 6
All eyes on Japan as markets rally ahead of historic leadership shift
Japanese equities surge to fresh record highs as Sanae Takaichi – known for being pro-stimulus - has won the LDP leadership and is likely to become the country's first female prime minister. Consequently, Japanese government bond yields have risen, while the yen weakened against ... Show More
9m 39s
Recommended Episodes
Apr 2025
How Trump Wiped Out $10 Trillion in Wealth in 3 Days
On Monday, global stocks whipsawed over President Trump’s tariffs, a bear market briefly became official in the United States and tit-for-tat retaliation with China intensified.As trillions of dollars in corporate value evaporates and Mr. Trump’s support in the business world is ... Show More
36m 9s
Apr 2025
Wall Street Speaks Out Against Tariffs
Last week, U.S. stocks lost $6.6 trillion in value during a two-day washout after President Trump announced large tariffs on countries around the world. As markets continue to swing, Wall Street leaders are speaking out, including billionaire investor Bill Ackman and JPMorgan Cha ... Show More
19m 15s
Mar 2025
Trump 2.0: The Uncertainty Economy
The Federal Reserve has been focused on cooling inflation and achieving a so-called soft landing. President Trump’s trade policies have sent markets reeling and fears of a recession are on the rise. WSJ’s Nick Timiraos joins Ryan Knutson and Molly Ball to discuss Trump’s economic ... Show More
25m 25s
Apr 2025
Trump 2.0: Where Is The Economy Headed?
President Trump’s deportations, tariffs, federal layoffs and funding suspensions have generated nonstop headlines and frayed confidence, yet left surprisingly little trace on the economy. Hiring, spending and inflation look a lot like they did under Joe Biden. As Trump’s first 10 ... Show More
25m 46s
Feb 2025
Trump Plans to Impose 25% Tariffs on Steel, Aluminum Imports
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Metals & Mining Reporter Joe Deaux discusses President Trump's plans to impose 25% tariffs on all US imports of steel and aluminum, applying to shipments from all countries, including major suppl ... Show More
43m 49s
Feb 2025
A Conversation With the Architect of Trump's New Trade War
During less than a month in office, President Trump has pursued more trade actions against adversaries and allies than all the trade measures he took in his entire first four-year term. There is one man guiding it all: his trade adviser Peter Navarro.Ana Swanson, who covers trade ... Show More
30m 24s
Mar 2025
Trump’s speech, Trudeau hits back and China’s economic plan
U.S. President Donald Trump touted the relentless start to his term as evidence that "America is back" in a marathon speech to Congress. Canadian Prime Minister Justin Trudeau hits back against Trump’s "dumb" trade war, slapping retaliatory tariffs on American goods. And China un ... Show More
11m 43s
Sep 5
Bond investors are counting on US tariff revenues
US President Donald Trump’s nominee to join the Federal Reserve has vowed to uphold central bank independence, bond traders are banking on revenue from Trump’s tariffs to bolster US public finances, and Nasdaq is trying to combat a number of suspected “pump and dump” scams. Plus, ... Show More
12m 20s
Mar 2025
Trump 2.0: ‘Just Getting Started’
President Trump delivered a celebratory speech to Congress, declaring that he had swiftly notched several wins for the American people. WSJ’s Andrew Restuccia joins Kate Linebaugh and Molly Ball to discuss the roadmap Trump laid out and what it means for the next few years. See T ... Show More
26m 3s
Listen to millions of songs and podcasts on Anghami