The Securitization of the "America First" Agenda

The Securitization of the "America First" Agenda

Investors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporate profits inside the biggest companies in the world, and what they are saying about it. Plus. The President's holding company just announced the registration of new ETFs and SMAs that track his "America First" agenda. While conflicts of interest and the executive branch of government have always had a cosy relationship, we've never seen this kind of securitization of America's policies. And, new tax proposals are about to hit Congress where the real fight over America's fiscal future is about to get interesting, including the potential closure of the carried interest loophole. LINKS FOR SHOW NOTES https://russellinvestments.com/us/blog/us-tariffs-potential-implications https://www.imf.org/en/Publications/WEO/Issues/2025/01/17/world-economic-outlook-update-january-2025 https://www.globenewswire.com/news-release/2025/02/06/3022027/0/en/Trump-Media-Registers-Trademarks-for-Truth-Fi-Investment-Vehicles.html https://www.investopedia.com/terms/c/carriedinterest.asp https://www.congress.gov/bill/118th-congress/senate-bill/2463/text https://www.investopedia.com/these-two-assets-will-have-the-best-returns-under-trump-per-investopedia-s-readers-8787190 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8786864 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Inside the Berkshire Hathaway Annual Meeting

Inside the Berkshire Hathaway Annual Meeting

The Express steams into Omaha, Nebraska to talk to shareholders and listen for pearls of wisdom from Warren Buffett and Charlie Munger. There is nothing quite like what's been called, "Woodstock for C...

2 Touko 202231min

Charting the Hot Mess Inside the Stock Market

Charting the Hot Mess Inside the Stock Market

JC Parets, founder of AllStarCharts.com, rejoins The Express to break down the breakdowns inside the global stock market, and where to find relative strength and momentum, now. Also, streamers have lo...

25 Huhti 202228min

The Price We Really Pay for College, with Ron Lieber

The Price We Really Pay for College, with Ron Lieber

Ron Lieber, the personal finance columnist for the New York Times, and author of "The Price You Pay for College", joins the show just in time as millions of high school seniors are making their colleg...

18 Huhti 202234min

The New Age of Financial Literacy with Kyla Scanlon

The New Age of Financial Literacy with Kyla Scanlon

Kyla Scanlon, the options trader turned financial philosopher, joins the show to talk about how financial and investing literacy need to change to meet the needs of millions of new investors. Plus, we...

11 Huhti 202226min

Why the Best Advice may be to 'Just Keep Buying'

Why the Best Advice may be to 'Just Keep Buying'

Nick Maggiulli rejoins the show, and he's out with a new book, "Just Keep Buying", with basic principles of saving and investing for investors of all ages. Plus, did the stock market bottom, or did we...

4 Huhti 202229min

 Decoding Mixed Signals in the Economy and Markets with Invesco's Kristina Hooper

Decoding Mixed Signals in the Economy and Markets with Invesco's Kristina Hooper

Kristina Hooper. Invesco’s Chief Global Market Strategist joins the Express to help us understand how inflation, rising interest rates, geo-political uncertainty and trade sanctions are impacting the ...

28 Maalis 202223min

Breaking Down Walls of Worry with LPL's Ryan Detrick

Breaking Down Walls of Worry with LPL's Ryan Detrick

Ryan Detrick, The Chief Market Strategist for LPL Financial rejoins The Express to put the market's recent volatility into perspective... long term perspective, and why it might just be different this...

21 Maalis 202230min

Examining the 'Special Characters', who became today's Tech Titans

Examining the 'Special Characters', who became today's Tech Titans

Award-winning journalist, entrepreneur, and tech-insider Laurie Segall joins the show to talk about her new book that documents the early and mysterious days of tech's titans, what the meta-verse will...

14 Maalis 202231min

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