Description
In this week’s episode we share our latest thoughts on the opening exchanges in Trump’s trade wars, attempting to keep listeners informed on an extremely fluid story. In addition, and in an attempt to combat this fast-paced story, we also offer some medium-term views given the likely impact of at least a modest increase in trade tariffs. We discuss the burden of payment, the inflationary consequences, the Federal Reserve’s dilemma and broader investment strategy.
This podcast was recorded on 4th February 2025.
*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.
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