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(256)

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Affirm’s founder on Apple’s big news, his friend Elon Musk, and AI safeguards

Affirm founder and CEO Max Levchin is one of the preeminent tech entrepreneurs of the past 25 years. He worked alongside Silicon Valley heavyweights Peter Thiel, Reid Hoffman and Elon Musk to create P...

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The Fortune 500 is one of the oldest lists published in the financial media space. The first Fortune 500 was published in May 1955, and was based on annual revenue figures. The top ten companies on th...

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In a special taping of Yahoo Finance’s ‘Opening Bid’, we explore how investors should go about investing in the polarizing company that is GameStop (and if they should at all!) and help break down the...

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For some people, their job is just that. But for Ford CEO Jim Farley, his job is his whole world. A car guy through-and-through, he spends as much time on cars personally as he does professionally; wh...

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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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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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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...

20 Mai 202425min

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