Here’s the next big investing theme in the Trump economy

Here’s the next big investing theme in the Trump economy

It could be a pressure cooker of a summer for the US economy, and not because of the warmer weather. Tariffs from the Trump administration don’t appear to be going anywhere anytime soon, forcing businesses to raise consumer prices and delay key projects. At the same time, the Federal Reserve is in no hurry to cut interest rates amid stagflation fears. Economic data has also weakened, with the latest evidence being the employment readings from the last three months. Yahoo Finance Executive EditorBrian Sozzi talks on the Opening Bid podcast with the deputy head of BlackRock’s portfolio management group, Mike Pyle. Pyle has spent considerable time in top economic adviser roles in the White House administrations of both Biden and Obama. Before rejoining BlackRock in the fall of 2024, Pyle led former President Joe Biden’s international economic policy efforts. He was Biden’s ‘sherpa', leading key economic negotiations with the G7, G20, and APEC. Pyle reveals his latest outlooks on the economy and markets with Sozzi and his biggest concerns as Trump tariffs begin to take root inside corporate America. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned. Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/. Thoughts? Questions? Fan mail? Please email us at tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Ford CEO on EVs, Detroit and texting Elon Musk

Ford CEO on EVs, Detroit and texting Elon Musk

After 120 years we've seen a lot of competition’ says Ford CEO Jim Farley to Yahoo Finance Executive Editor Brian Sozzi in the grand hall of the newly refurbished Michigan Central Station. The histori...

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Warren Buffett’s son Howard Buffett discusses $800M aid efforts to Ukraine

Warren Buffett’s son Howard Buffett discusses $800M aid efforts to Ukraine

Warren Buffett is a household name for all investors. The 'Oracle of Omaha' as he is known has turned Berkshire Hathaway from a small textile operation into an industrial powerhouse that owns railroad...

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What Blackberry, Canada, and Sonos have in common...

What Blackberry, Canada, and Sonos have in common...

Sonos CEO Patrick Spence has been leading the audio giant for close to eight years. You don’t get to hold onto the CEO role for that long without doing a lot right time and time again: from introducin...

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Billionaire investor Ray Dalio: screaming, bizarre rules, and fear

Bridgewater Associates founder Ray Dalio is one of the most recognized people in the world of Wall Street. He built the firm into an out-performing hedge fund giant in part by developing ‘The Principl...

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GameStop stock mania is all about pure greed

GameStop stock mania is all about pure greed

The stock market is sizzling. And that means stocks that were once cheap are now probably so expensive you can’t make a lot of money off of them. So how do you find value against this backdrop? Keep i...

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Apple, Nvidia and your morning market routine

Apple, Nvidia and your morning market routine

Both President Joe Biden and former President Donald Trump are taking tough stances on trade with China. The consequences to consumers and the stock market are wildly unknown, but it may not be pretty...

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Secrets of Success: veteran venture capitalist finds the next big investment

Secrets of Success: veteran venture capitalist finds the next big investment

You may not have heard of M13’s Carter Reum, and that has been your loss. Reum founded his venture capital firm in 2016 alongside his brother Courtney. Since then, M13 has been an early stage investor...

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John Chambers: Lessons in leadership

John Chambers: Lessons in leadership

This week Brian catches up with former Cisco Systems CEO John Chambers. They discuss his fascinating career, the tech lifecycle, AI and how to be an effective leader in corporate America. Welcome to Y...

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