Lagniappe

Q1 Review, Liberation Day Fallout, & A Push For Diversification


Listen Later

In the aftermath of “Liberation Day”, we discuss the market reactions to the tariffs announced by the Trump administration, the implications for economic growth, and the importance of diversification in investment strategies. They analyze the current state of the markets, the fear index, and the potential effects of interest rate changes. The discussion emphasizes the need for investors to navigate volatility and maintain a disciplined approach to investing.



Key Takeaways

  • [0:17] - Post Liberation Day fallout
  • [04:17] - Understanding trade deficits, reciprocity, and tariff implications
  • [06:23] - Can the yet-to-be announced tax and interest rate policy balance the risk?
  • [08:34] - Will there be a walk-back?
  • [09:39] - Looking at the Trump admin’s goal of pushing down interest rates
  • [11:52] - Reviewing Q1 and continuing to push for diversification


  • View Transcript



    Links

    • CNN Fear and Greed Index



    Connect with our hosts

    • Doug Stokes
    • Greg Stokes
    • Stokes Family Office

    • Subscribe and stay in touch

      • Apple Podcasts
      • Spotify
      • Google Podcasts
      • lagniappe.stokesfamilyoffice.com

      • Disclosure

        The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.


        Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

        ...more
        View all episodesView all episodes
        Download on the App Store

        LagniappeBy Stokes Family Office

        • 4.9
        • 4.9
        • 4.9
        • 4.9
        • 4.9

        4.9

        35 ratings


        More shows like Lagniappe

        View all
        Stuff You Should Know by iHeartPodcasts

        Stuff You Should Know

        78,252 Listeners

        The Bill Simmons Podcast by The Ringer

        The Bill Simmons Podcast

        30,224 Listeners

        Odd Lots by Bloomberg

        Odd Lots

        1,890 Listeners

        Pardon My Take by Barstool Sports

        Pardon My Take

        82,120 Listeners

        Pod Save America by Crooked Media

        Pod Save America

        87,483 Listeners

        The Daily by The New York Times

        The Daily

        112,597 Listeners

        Cover 3 College Football by CBS Sports, College Football, Football, CFB, College Football Picks

        Cover 3 College Football

        4,153 Listeners

        Animal Spirits Podcast by The Compound

        Animal Spirits Podcast

        2,015 Listeners

        The Compound and Friends by The Compound

        The Compound and Friends

        2,113 Listeners

        SVPod by ESPN, Omaha Productions, Scott Van Pelt

        SVPod

        1,795 Listeners

        All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

        All-In with Chamath, Jason, Sacks & Friedberg

        9,911 Listeners

        Ask The Compound by The Compound

        Ask The Compound

        319 Listeners