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Investors are still licking their wounds from this month’s corrections. But just as Trump’s tariffs are about to move into full-force, our experts are seeing silver linings and causes for optimism. With conflicting signals coming from all corners of the map, hosts Noelle Acheson, Ram Ahluwalia, Alex Kruger, and Felix Jauvin break down:
- What to expect from Trump on April 2nd
- Takeaways from last week’s FOMC meeting
- If the White House and Powell are actually on the same page
- Why tech stocks are taking off again
- Why BlackRock is bullish on bitcoin during bear markets
- If ether is about to get its groove back
Sponsors:
Hosts:LinksIncoming Trump Tariffs
FOMC Meeting
Animal Spirits Return
BlackRock
Fidelity Tokenization Timestamps: 0:00 Intro 2:16 Why investors are nervous about April 2nd 4:40 Two ways to think about tariffs ️ 6:56 The difference between retail and professional traders 8:44 Why the Fed is predicting a worst-case scenario 12:08 Why the correction is largely done 19:20 How the Mag7 got its groove back ️ 20:42 Are Bessent and Powell more aligned than thought? 22:54 BlackRock says a recession is good for bitcoin? |