
Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing
About this episode
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal.
Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury.
Our Sponsors:
* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com
Advertising Inquiries: https://redcircle.com/brands
Get every episode summarized
Each time InvestTalk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from InvestTalk

World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the...
InvestTalk

Best of Caller Questions
InvestTalk

Best of Caller Questions
InvestTalk

Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimatin...
InvestTalk