logo
episode-header-image
Mar 2025
31m 2s

Tariffs Become Reality

The Motley Fool
About this episode

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?


(00:21) Jason Moser and Ricky Mulvey discuss:

- The impacts of tariffs on investors and companies.

- If Target is a value play.

- Okta’s market opportunity in security verification.


Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.


Companies discussed: HD, TSM, TGT, OKTA


Build your Range Rover Sport at www.landroverusa.com


Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
The AI App Store Moment
OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target. Travis Hoiu ... Show More
26m 5s
Oct 7
Tariffs, Social Shopping, and an EV Reset
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce j ... Show More
28m 21s
Oct 6
The AI Infrastructure Opportunity: 3 Fools Weigh In
Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next? Asit Sharma, Yasser El-Shimy, and Tim Beye ... Show More
30m 8s
Recommended Episodes
Apr 2025
Global Pushback on Tariffs + Can the FTC Beat Meta?
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including h ... Show More
1h 6m
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
May 2025
Profitable Traders Share Strategy Insights & Tips For More Wins!!
In this episode of The Day Trading Show, I sat down with Evan Dyer, Zach Boyajin, and Isaac Rivera for a heated and honest roundtable on how to become a profitable trader. While everyone loves to talk about entries and setups, we hammered home why what happens after the entry is ... Show More
1h 18m
Apr 2025
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Apr 2025
BAES 95: What stocks to buy, Tariffs explained, Trump's big gamble
It sucks living in interesting times! We're talking all about what's going on with these damn tariffs, the impact we're already seeing, what it means for YOU, what the billionaire rulers think, and what stocks you might want to consider. Oh and hey! Give this video a thumbs up if ... Show More
1h 15m
Aug 24
Confronting The CEO Of Robinhood - Why Most Investors Lose Money
Cozy Earth: Go to https://cozyearth.com and use code ICH for 40% off the softest bedding, bath and apparel! Baselane: Head over to https://baselane.com/iced to sign up for Baselane for free and get a $100 cash bonus when you fund your account! Upwork: Visit https://upwork.com rig ... Show More
1h 51m
Jan 2025
Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as a s ... Show More
51m 51s
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Apr 2025
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and ... Show More
1h 12m