Tag: Trump
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David Woo: Trade War Will Be Back In July — Stocks Are Tariff-Doomed!
Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get […]
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The Most Uncertain Macro Outlook in Years | Michael Kao
Markets are caught in one of the most uncertain macro environments in years. With Trump’s disrupting policies, conflicting economic signals, volatile energy markets, and Federal Reserve uncertainty, investors are struggling to determine the right playbook. Michael Kao joins Maggie Lake […]
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2025: A Year of ‘Heightened & Elevated Uncertainty’ | David Rosenberg
Renowned economist David Rosenberg joins Anthony Scaramucci to reveal the biggest market and economic risks of 2025—from Trump’s tariffs and the AI stock bubble to the looming U.S. debt crisis and shifting investment strategies. Key Topics Covered: Investment Concerns? Get […]