In this episode, Scott Becker unpacks how renewed tariff threats from the President targeting Apple, the EU, and China sparked fresh market volatility just as investor sentiment was stabilizing post-tax bill.
Chapter 1: What does today's podcast cover?
This is Scott Becker with the Becker Private Equity in Business podcast. Today is Friday, the day before Memorial Day. And what you're seeing today is one of these days, again, where the president had a bad night's sleep.
Chapter 2: How do tariff threats affect the market?
And I say that somewhat jokingly, but when he has a bad night's sleep or he wakes up loaded for beer, he says something about tariffs and those tariffs reignite challenges in the market. So last night, the concept is tear of threats at Apple, the EU, and more, slowing down and closing the gap with China.
Chapter 3: What recent market trends are influencing investor sentiment?
And so you end up in a situation where the market, of course, takes it on the chin this morning. This is just after the markets recovered yesterday after a bad day two days ago. So what you see is the president hitting it hard, potential tear of threats. The S&P down 1%, down 1.5% a couple days ago.
And the challenge for those of us that are close market watchers or investors is it's almost like the one who got away. We get to the spot where the market finally recovers for the year a few days ago or early this week. And then the tax bill passes the house. That seems to have leveled or stabilized the markets, not hurt or harm the markets. But then he gets going again with tariff threats.
You just figure he's probably had a bad night's sleep, is in a bad mood. He usually is able to bring these things back to a reasonable place through negotiation and so forth. But my God, you do need to have a calm temperament, which I do not, to deal with all the ups and downs and all the discussions this way and that way.
I mean, that's what we're sort of watching today is the new effort at potential tariffs and threats and more, which is rolling the markets. It is what it is. Just try to get used to it. buy and hold, know your allocation, don't sell into the troubles, and it should all be okay. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.