Financial markets started spring on a sour note, rattled by uncertainty surrounding the latest Trump tariff news. As the April 2nd tariff deadline looms, unease has triggered further sector rotation in the market, with the stagflation playbook names performing best for the year. Compounding this week's tension, economic reports released this week revealed consumer sentiment plunging to a 12-year low, while Friday's PCE indicator delivered a hotter-than-expected inflation reading. Stagflation is here. This volatile mix propelled Gold prices higher while stocks closed the week on the lows, causing us to think, "Danger Will Robinson, Danger." Watch what we are doing for our clients during these volatile markets within the stock, gold, interest rate, and energy markets.

00:00 Introduction

01:14 This Weeks Top Financial News Topics

04:07 Why Diversification Isn't Enough

05:57 Our 2025 Market Cycle Investing Themes

07:45 Stock Market and Mag 7 Performance This Year

08:46 Equities - Stock Markets Close The Week On Their Lows 1

14:16 Leading Stock Market Sectors For 2025

16:05 Gold Makes All Time High, When To Sell

17:29 Interest Rates and Real Estate

19:36 Tariffs, A Country To Watch

21:59 Wrap Up