TPTP 04/03/25

MoneyMasters Podcast🎙️4/3/25: How Will New Tariffs Impact Your Portfolio in 2025?

Mike Larson | Editor-in-Chief

Are tariffs about to disrupt your investment strategy? With new tariff plans announced and global responses unfolding, should we brace for impact? In this episode of the MoneyShow MoneyMasters Podcast, we break down what tariffs could mean for the markets and your portfolio.

I’m joined by Stephanie Link, chief investment strategist at Hightower Advisors, and Kathryn Vera, chief investment strategist at StoneX. Together, they unpack the potential economic fallout, discuss whether tariffs will truly hit corporate earnings, and reveal why the reality might not be as dire as some fear.

Plus, discover smart strategies to safeguard your investments in uncertain times – and what sectors, stocks, and asset classes make the most sense for the rest of 2025.

Don’t forget: You can get updated guidance and recommendations from Stephanie and Kathryn IN PERSON at the 2025 MoneyShow Masters Symposium Miami. It’s scheduled for May. 15-17 at the Hyatt Regency Miami. Click here to register.

How and Why Massive Dollar Moves Matter

• Commodities: Why You NEED to be Invested Amid a Major Policy Shift
  👉️ TICKERS: DBC, GLD
  A change in the monetary system presages a commodity bull market. Not only gold, but commodities generally will likely respond positively to what’s underway, advises Adrian Day, editor of Global Analyst.

• Fear & Greed Index Message is Crystal Clear: Start Buying!
  👉️ TICKER: SPX
  The absolute best time to start investing would be the day you turned 18 and could legally open a brokerage account. The second-best time to start investing is right now. According to the Fear & Greed Index, 2025 is the time for us to be greedy, suggests Kelly Green, editor of Dividend Digest.