Liberation Day Fallout | Nucleus Investment Insights
by
Damien Klassen
April 3, 2025
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at what we know about Trump’s new tariffs, what they mean for the stock market and our thoughts on the market effect.
Agenda:
- Higher prices, supply shock
- One round or multi-round: Beggar thy neighbour, escalating tariffs
- Cross-fire: US & China trying to increase manufacturing, rest of the world squashed
- Exclusions: Copper semis, pharmaceuticals, lumber
- China: worst affected
- Mar-a-lago Accord: matches “blueprint”
- Economies and markets
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
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