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

Episoder(252)

Inside the Sony hack: the CEO call that changed everything

Inside the Sony hack: the CEO call that changed everything

Chairperson of Snap Inc., Michael Lynton, and Bloomberg Senior Advisor, Josh Steiner, unpack the high-stakes mistakes that shaped their careers. Lynton reflects on the decision to greenlight The Inter...

7 Mar 27min

This founder dropped out of Harvard to reinvent stock picking

This founder dropped out of Harvard to reinvent stock picking

Steven Wang is looking to redefine investing for the next generation, one copy trade at a time. Wang, an entrepreneur and the Founder of dub, the first regulated copy-trading platform, sat down with Y...

5 Mar 24min

How Masterclass built a $475M online education giant

How Masterclass built a $475M online education giant

Investing in education by channeling those at the very top of their field. David Rogier founded Masterclass in 2015. It’s the well-known streaming education platform founded on the mission to democrat...

2 Mar 27min

Anthony Scaramucci on Trump Slump and crypto crash

Anthony Scaramucci on Trump Slump and crypto crash

Some on Wall Street are calling it the Trump Slump. The president’s signature tariffs were struck down by the Supreme Court, dealing a fresh blow to the White House. Meanwhile, the US economy slowed m...

26 Feb 24min

The playbook behind this company's explosive growth

The playbook behind this company's explosive growth

Before starting his brand in 2013 with his twin brother, Alex Faherty built his business expertise in private equity at powerhouse Cerberus Capital Management. His brother developed top design skills ...

23 Feb 24min

Phoebe Gates is using AI to reinvent shopping

Phoebe Gates is using AI to reinvent shopping

Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Phoebe Gates. Gates — the youngest child of Microsoft (MSFT) Co-Founder Bill Gates and Philanthropist Melind...

19 Feb 24min

AI is disrupting drug discovery faster than expected

AI is disrupting drug discovery faster than expected

If you aren’t paying attention to the companies behind a new wave of AI-driven drug development, you may end up missing out on essential investment opportunities. One company that has caught our atten...

17 Feb 24min

Are collectibles the next big investment boom?

Are collectibles the next big investment boom?

The world of collectibles — from toys to unopened card boxes — remains red hot. And when you want to know anything about collectibles, there are only two places to head: one, the new collectibles hub ...

12 Feb 27min

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