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cover of episode Tariffs Pause, Stocks Erupt, But the Volatility Could Be Far From Over

Tariffs Pause, Stocks Erupt, But the Volatility Could Be Far From Over

2025/4/10
logo of podcast BiggerPockets Money Podcast

BiggerPockets Money Podcast
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People
A
Amberly
M
Mindy
作为 BiggerPockets 的社区经理和《BiggerPockets Money》播客的联合主播，Mindy Jensen 在房地产投资领域具有显著影响。
S
Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
Topics
Scott: 我认为股票价格过高，市场风险很大，因此我选择在2月份卖出股票。关税政策的不确定性将永久改变世界经济秩序，各国将寻求新的贸易伙伴关系以降低对美国的依赖性。即使关税暂停，股票价格仍然相对较高，市场风险依然存在，我仍然保持谨慎态度。 我目前主要投资于现金和房地产，并保持大量的短期现金储备，以应对市场波动。在未来，我计划继续购买出租房产，而不是重新投资股票市场。 我认为关税暂停对房地产市场的影响是复杂的，短期内可能会对需求造成负面影响，而长期影响则取决于制造业回流的速度和规模。倒挂的收益率曲线表明市场预期美联储将大幅降息，但这存在风险，因为这可能会导致其他国家减少购买美国国债，从而影响我的债券投资组合。 Amberly: 从加拿大人的角度来看，美国关税政策的不确定性已经对加拿大旅游业和贸易造成了负面影响。加拿大人已经开始减少对美国的旅游和贸易，并寻求与其他国家建立新的贸易伙伴关系。这种转变可能是永久性的。 面对市场动荡，我将继续按照我的投资计划进行投资，并保持较大的紧急资金储备。我不会因为市场波动而做出冲动的投资决策。 Mindy: 我今天向市场投入了一大笔资金，因为本周早些时候一笔贷款到期了。我没有试图预测市场走势，而是根据我的个人情况做出了投资决策。市场波动是正常的，除非卖出，否则股价下跌并不意味着实际损失。 对于有大量资金等待投资的人来说，一次性投资可能比定期定投更合适。在市场动荡时期，保持冷静，坚持自己的投资计划非常重要。我不建议人们做出冲动的投资决策，而是应该根据自身情况和信息做出理性判断。

Deep Dive

Chapters
The podcast begins by acknowledging the recent market volatility and the presenters' varied approaches to the situation. Scott discusses his decision to sell his stock position earlier in the year due to high valuations and perceived systemic risks. The surprise reversal of tariffs by President Trump is introduced, highlighting the resulting immediate market surge. The discussion then centers on the potential long-term impacts of tariffs on global trade and economic relations, particularly from an international perspective.
  • Market volatility due to tariff uncertainty
  • Scott sold stock position in February due to high valuations
  • Trump's tariff reversal led to a significant market surge
  • Tariffs seen as permanently altering the world order

Shownotes Transcript

Tariffs) are now on PAUSE! And just like that, the stock market is flying back up again. Is this a signal for us all to breathe a sigh of relief, or is more market volatility coming our way? It’s been a wild week so far, and it’s only Thursday! Just yesterday, President Trump paused new reciprocal tariffs on dozens of countries, with markets slingshotting back up as a response. So, are we doing anything different with our investments now that things are slightly more stable?

We’ve got Amberly, Mindy, and Scott (with a mustache!) on the show to discuss how these new tariff pauses have affected their investments, portfolio, and FIRE) investing plans. Amberly, our Canadian of the group, brings a valuable view as someone who is directly seeing how US tariffs impacted her country. Will America remain the economic superpower we’ve long been, or will tariffed countries quickly form new alliances? Is that good for YOUR future investments? 

What about interest rates)? With more theories that President Trump is making these moves to lower rates, could your next mortgage get more affordable? Or, will lower rates plus tariffs trigger serious inflation)—or potentially even deflation? This news brings a lot of “what ifs,” and if you’re confused, fret not; we’ll explain it in this bonus episode. 

In This Episode We Cover

  • The new tariff pause and why markets sprung up (massively!) on Wednesday 

  • How we’re investing (right now) during all this stock market hysteria) 

  • The long-term trade risks that affect all Americans after these recent tariff proposals 

  • Will interest rates fall with this much volatility; could a new Fed chair force lower rates?

  • One major flaw with the “manufacturing boost” theory that comes with new tariffs 

  • Incoming inflation AND deflation risks as prices rise but American budgets shrink 

  • And So Much More!

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