Stock Market Uncertainty: Tariffs, Tech,...

Leon Musolff, Wharton Assistant Professor of Business Economics and Public Policy, discusses findings from a recent field experiment showing how default search engine settings significantly influence user choice, highlighting the implications for antitrust policy and competition ... Show More

David Zaring, Wharton Professor of Legal Studies and Business Ethics, explains how the long-standing First Sale Rule allows U.S. companies to reduce tariff costs by structuring international transactions strategically and maintaining thorough supply chain documentation. Hosted on ... Show More

Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit m ... Show More

Markets just took a hit, why? In this episode, Anthony and Piers break down the latest global market sell-off, unpacking the forces at play. From fresh tariff announcements and critical CPI data to technical market trends and Trump’s strategic economic moves, they dissect what’s ... Show More

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More

Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump. We also unpack comments from the former US President on his thoughts on Federal Reserve Chair Jerome ... Show More

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More

Today's Post - https://bahnsen.co/42qYsnP Navigating Severe Market Volatility: Insights from Dividend Cafe In this episode of Dividend Cafe, the host delves into strategies for handling severe market volatility amidst four-digit market declines triggered by the Trump administrati ... Show More

The headline on Bloomberg reads '$6.4 trillion stock wipeout has traders fearing ‘Great Unwind’ is just starting'. Join us as we delve into the key drivers behind Monday’s dramatic selloff in global equities. We'll explore the fundamental factors, market mechanics, and investor p ... Show More

Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss:- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are ... Show More

When uncertainty spikes, our ability to look out into the future shrinks. (00:21) Emily Flippen and Matt Argersinger discuss:- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.- Target’s continuing troubles, and why ... Show More

The Catalyst/Millburn Hedge Strategy Fund employs a strategy based on their prediction that interest rates will remain steady due to high prices, and the Federal Reserve won't cut rates soon. We explore how their trade is structured, the macroeconomic insights driving their thesi ... Show More