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Ep. 31 - Are Tariffs and High Economic Uncertainty a Reason to Sell Stocks?

Economic uncertainty has rarely been higher.

Worries range from tariffs, a rekindling of inflation, an end to Fed easing, rising rates, and high valuations.

It’s a scary list.

Today we’ll unpack an evidence-rich dataset to keep you invested. And we’ll help you answer the burning question on everyone’s mind:

Are tariffs and high economic uncertainty a reason to sell stocks?

Here’s the good news. Don’t sweat all the noise. Bull markets always climb a wall of worry. It’s not unusual. In fact, it’s a good thing.

Here’s why:

When no one’s worrying, it means the crowd is already all-in on stocks…

The skinny

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