Latest / The Real Investment Show (Full Show)
3-5-25 Tariff Turmoil
President Donald Trump's speech last night kept us up late, running nearly two-hours outlining his plan to offset lower tax revenues with tariffs on other countries. A discussion on reciprocal tariffs; how markets work; where earnings growth comes fromn. Markets are now re-pricing the impact of tariffs (Chart of stock valuations heat map). Lance and Danny discuss the ebb and flow of the U.S. Dollar, and buzzword headlin-generators: The latest is Stagflation. Most do not know the three elements required: Low growth, high inflation, and high unemployment. The Tru-flation index has collapsed…
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