Ep. 39 - How to Tariff Proof Your Portfolio in 2025
The tariff tape bombs just keep on coming. It’s enough to make your head spin.
Extreme policy uncertainty is slowing the economy.
Today, we’ll show you what tariffs mean for growth, inflation, the Fed, earnings and the stock market.
Importantly, you’ll learn how to tariff proof your portfolio in 2025.
There is a group of slowdown sectors and stocks beaming with inflows and winning track records during economic declines.
The tariff tantrum isn’t all doom and gloom.
We’ll help you spot the winners.
Disclosure: This recap uses AI to better explore our post here…
The skinny
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