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April 3, 2025 51 mins

The Trump administration appears poised to enact extensive tariffs against Canada, Mexico, China, and the European Union. This has triggered the stock market’s least favorite sentiment: uncertainty.

As stocks sell off and institutional investors seek greener pastures, it can be difficult to know how to adjust your long-term investment strategy. Fortunately for Stock Club listeners, we’ve got you covered with an interview featuring Taylor Krystkowiak.

Krystkowiak is a Vice President and Investment Strategist at Themes ETFs. With more than a decade of experience in asset management and investment analysis, he leads the publication and presentation of macroeconomic research at Themes.

In our conversation, Krystkowiak breaks down the rotation into foreign equities, value stocks, and gold—and makes a compelling case for big-name bank stocks.

Tune in to hear how the market is moving and calm your investing nerves despite the frothy conditions.

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00:00 Intro

03:31 Current US Economic Landscape: A Helicopter View

11:22 Opportunities Amidst Uncertainty: Euro Stocks and Defense Stocks

18:06 Market Rotation: From Tech to Defensive Stocks

21:47 Gold: A Safe Haven in Uncertain Times

26:01 The Challenge of Timing the Market

30:32 Psychology and Market Volatility

36:32 The Role of Options in Modern Trading

40:57 Leveraged ETFs: Amplifying Risk and Reward

47:36 Highlighting Themes Top ETFs


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