Tariffs, Tariffs Everywhere: Is The Investment Environment Starting To Stink?

In this episode of Around the World, Mark revisits the trade tensions of 2025.. President Trump's aggressive tariff strategy has continued to reshape global commerce, but are these policies protecting American industry or creating new economic challenges? With China, Mexico, and Canada still in the crosshairs, and global markets reacting to increasing uncertainty, we analyze the potential real-world impact of these trade wars. Meanwhile, China is adapting—leveraging currency devaluation, expanding trade partnerships, and accelerating technological advancements to counteract U.S. pressure. Join us as we break down what's changed, what's stayed the same, and where we might be headed next.

 

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This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.