Trump Tariffs and the Stock Market Collapse | Benn Eifert
Автор: The Monetary Matters Network
Загружено: 2025-04-05
Просмотров: 9198
Описание:
Benn Eifert of QVR Advisors joins Monetary Matters to share his thoughts on tariffs, volatility, and the growth of ETFs with embedded derivatives. Recorded on March 26 (before “Liberation Day” and the market crash).
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Timestamps
00:00 Intro
00:49 Tariffs Will Be A Disaster
08:18 Tariffs Could Drive Markets Lower
24:15 Unwind At Multistrategy Hedge Funds ("Pod Shops")
29:39 Opportunities In Vol Markets
35:24 Leveraged Single Stock ETFs
40:58 Growth Of ETFs With Derivatives In Them
42:00 Is There A Bubble In "Selling Options To Generate Income"?
48:11 This Volatility Regime vs. Previous Regimes
51:04 Odds Of A Great Year In Stocks Is Slim
52:57 Could Trump Claim Victory On Tariffs?
54:35 Bull Markets in European and Chinese Stocks
56:01 Greatest Misconceptions About Volatility
#liberationday #trumptariffs #trumpeconomy #trump #tariffs #stockmarketcorrection #economiccrisis #economics #economy #tradewar #trade #marketcrash #marketcollapse
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