In this episode we're joined by Ben Emons, Founder of FedWatch, for a conversation on the surprising return of tariffs and their impact. Ben speaks to some of the controversial moves by the Federal Reserve with sharp analysis that you won't hear anywhere else!
He sees gold going up even further and shares a couple of overlooked opportunities emerging amidst market uncertainty.
Ben Emons is an Investment Advisor of Cetera. He founded FedWatch Advisors, a systematic trading strategy based on large language modelling of Fed speeches and communication. He previously served in portfolio management roles at PIMCO, Nuveen Investments and NewEdge Wealth.
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---- 🗒️ Time Stamps
00:00 End of the Global Trade Era as We Know It
02:24 Tariffs to Return US to a "Surplus Economy"
04:14 Likelihood of a (Real) Recession in the US
05:36 Easier Ways to Refinance US Debt in 2025
08:08 Fed Language Evolution, Transitory Inflation
10:00 Stocks to Watch Amid Market Uncertainty
11:51 Can Donald Trump Fire the Chair of the Fed?
15:40 Stephen Miran's Blueprint for Global Trading
17:55 Tariffs Without Congressional Approval
19:45 Which Assets to Buy in a Volatile Market?
23:04 Reflecting on Personal Investment Style
25:01 Five Percent of Wealth in Cryptocurrencies
27:32 Boldest Call: Interest Rate Cuts in 2020
30:30 Toughest Parts After 30 Years in Finance
32:48 The Transformative 1987 Financial Crisis
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By hekayaproductions.com
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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #federalreserve
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