Tariffs and the market volatility
Update: 2025-04-15
Description
0:00 – Introduction
2:05 – Impact on tariffs on markets
5:20 – How companies respond to tariffs
11:58 – Service companies tend to be more protected from macroevents
14:05 – Uncertainty of investing in equities
16:45 – Importance of balance sheet health
21:25 – The risks of using margin
25:27 – How we define portfolio diversification
33:50 – Why we don't predict macro
35:53 – Finding high quality businesses during the market pullback
In this week's episode of the Long-Term Investing Podcast, Barry and Ernest discuss the market uncertainty relating to tariffs in the US and how Baskin Wealth is responding to the macroeconomic uncertainty.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
