Tariffs, Trade Wars & What It Means for Your Portfolio
Manage episode 476675457 series 3377749
The markets just suffered their biggest weekly drop since the GFC. Headlines are screaming panic. But what if there's a bigger story unfolding – one that could actually set up Australian investors for advantage?
This week on The Investor Lab, we're diving deep into what's really happening behind the market meltdown and emerging trade wars.
Here's what we'll unpack:
* The real story behind Trump's new tariff plan (and why it's reshaping global trade)
* Why tariffs might actually lead to lower prices in Australia (not higher)
* Are we about to head into a recession, or come out of one?
* How this massive market correction could impact your portfolio (for the better)
So if you’re getting caught in the swell, join us on Friday. We’ll break it all down.
See you on the inside,
WATCH ON YOUTUBE:
https://www.youtube.com/live/cOCsUjucTlY
IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions.
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RESOURCES & REFERENCES:
Related Episodes:
What You Don’t Know About Money Could Cost You Everything
Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit)
Investment Strategies for 2025
Winning the Investment Game: How to Set & Beat Your Hurdle Rate
Books:
* The Bitcoin Standard by Saifedean Ammous - https://www.amazon.com/Bitcoin-Standard-Decentralized-Alternative-Central/dp/1119473861
* The Price of Tomorrow by Jeff Booth - https://www.amazon.com/Price-Tomorrow-Deflation-Abundant-Future/dp/1999257405
Further Research & Data Sources:
* Real Vision - https://www.realvision.com
* ARK Invest - https://ark-invest.com
* Capital Wars Newsletter - https://capitalwars.substack.com
* Bank for International Settlements - https://data.bis.org/topics/GLI
* CoreLogic Australia - https://www.corelogic.com.au
Charts & Statistics Referenced:
* US Labor Force Participation Rate
* US Government Debt to GDP (123%)
* Chinese M2 Money Supply Growth (5388% since 1996)
* Australian M3 Money Supply Growth (926%)
* US M2 Velocity Trends
* Global Liquidity Measures
* Australian Residential Real Estate Value ($11.3T)
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306 episodes