Did Trump Tank the Stock Market??

Is Trump tanking the stock market? Christopher Markowski dives into how Trump’s tariff policies are shaking markets, leaving investors craving clarity. Could an early recession be by design to slash interest rates and refinance debt? Markowski advises staying calm, owning quality companies, and riding out the volatility. www.watchdogonwallstreet.com

Episode Transcript

Speaker 1 (00:00):
The Watchdog on Wall Street podcast explaining the news coming
out of the complex worlds of finance, economics, and politics
and the impact it we'll have on everyday Americans. Author,
investment banker, consumer advocate, analyst, and trader Chris Markowski.

Speaker 2 (00:16):
Did Trump tank the stock market? Yeah? Yeah, he did.
There's no doubt about that. The policies that the President
has been putting forward, the various different statements that he
has been making, whether it be on Air Force One,
whether it be on Fox Business, wherever it may be.

(00:36):
When it comes to tariffs, is most certainly royaling the markets.
There's no doubt about that at all. What's going to
happen next? Okay, here's here's problem, kids, Nobody knows. I
talked about this time and time again about the importance
of clarity for businesses and having that type of clarity

(00:59):
and what they're going to do and how they're going
to invest and what's going to happen next, And we
don't have any of that at this point in time.
Everybody is supposed to put their full full faith in
the President of the United States that he is going
to deliver policies that are going to be beneficial for

(01:21):
all I'm going to take a worse case scenario type
of approach when it comes to this, what if the
tariffs bomb, What if the tariffs bomb, what if it's
an absolute utter disaster? Will again the markets, The markets

(01:43):
will recoup, changes will be made, policy changes will be made.
And that's just the natural ebb and flow of things.
I don't know, and I've said this for some time.
Then I'm going to talk more about tariffs on other
podcasts and also on the radio show on the weekend.

(02:04):
I've never been a fan of teriffs. I understand that
the president wants to level the playing field when it
comes to what we're being charged and what they're being charged.
And that's that's all well and good. Again, when you
are upsetting the apple cart to the degree that the

(02:24):
president is, you're going to have this type of issue.
This is what this is what people voted for. Now
there's another camp out there, their camp out there, and
they got a point. They've got a point where they're saying,
maybe the maybe Donald Trump, maybe the president wants to

(02:46):
induce an early recession. This is by design. He wants
to induce an early recession. He wants to get the
ten year Treasury down. He wants to force J. Powell's
hand uh in order to lower interest rates and basically
take it from there. You do understand that we have
to refinance a hell of a lot of debt this year,

(03:09):
and most certainly, most certainly the Treasury Department wants to
refinance it at a much lower rate. A recession will
allow them to do that. Now, what do you do?
What do you do as investors when things are going
haphazard and you know, selling every day, can't make rhyme reason,

(03:32):
nothing really makes any sense. I don't do anything different
than I would if if the opposite were the case.
We're owners, We're owners of high quality companies. We dollar
cost average if positions I mean certain positions that we

(03:53):
had taken profits in over the past several months have
gotten very very cheap again, where again you can get
another again, another lower entry point in high quality companies. People, unfortunately,
they look at the markets in such a short, short

(04:14):
term rather than again it's see the phrase seeing the
forest for the trees? Does it really matter? Does it
really matter to me what your portfolio did this month
or even this quarter for that matter. If we can
get a solid retrenchment a correction. If you want the markets,
which quite frankly is long overdo hopefully some semblance, some

(04:41):
semblance of direction over the next couple of months. Well
then again everything will be just fine. But until that
point in time, you know, our entire prediction for twenty
twenty five has been spot on, and we said expect
an enormous amount of volatile this year. There is going

(05:02):
to be a strong reaction to the policies that Donald
Trump is putting forward, and nothing wrong with buckling up
for a short period of time. The important thing again,
don't get emotional. You've got a solid, solid financial plan,

(05:24):
portfolio that makes sense. Don't bear this any mind. Watch
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