FICS - Brad Simpson: Challenging The Narrative Around Tariffs And Their Impact On Markets
2025-02-16 10:30:00 ET
Summary
- Is it time to be overweight commodities?
- Why market reaction to tariffs have become less extreme, while views about how markets are reacting have become more extreme.
- Trump tariffs from his first term vs. his second term.
With current U.S. trade policy creating an atmosphere of uncertainty for investors, Brad Simpson, Chief Wealth Strategist at TD Wealth, discusses strategies to help find clarity in the markets and position your portfolio to mitigate risk.
Transcript
Kim Parlee: Concerns about trade have been weighing on global markets as investors consider the potential economic impact on corporate earnings. Well, my next guest is here to challenge the narrative of that impact and what it could mean for markets. Brad Simpson is Chief Wealth Strategist at TD Wealth, and he joins me now. Nice to have you here....
Brad Simpson: Challenging The Narrative Around Tariffs And Their Impact On Markets