Tag: Stock Market

Tariffs, Trade Wars & Your Portfolio: What’s Next? (Ep. 59)

Tariffs, Trade Wars & Your Portfolio: What’s Next? (Ep. 59)

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Tariffs are making headlines again, and investors are asking: Will they trigger a recession? How will the markets react? What should I do with my portfolio? In this episode of Maximizing Outcomes, Jim McGovern breaks down the real impact of tariffs on the economy, inflation, and your investments.

🔎 What You’ll Learn:
✅ Why governments use tariffs and their economic impact
✅ How recent tariff hikes affect markets, jobs, and inflation
✅ Key lessons from past trade wars and market reactions
✅ Smart strategies to protect your portfolio in uncertain times

📈 Stay informed. Stay invested. Don’t let short-term noise derail your long-term plan.

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The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)

The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)

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Ready to untangle the web between the Federal Reserve, Big Tech, and your investments?

In this episode, Jim McGovern from McGovern Wealth Group sits down with Michael Trudel, CFA, JD, Managing Director and Global Strategist at BlackRock, to explore the complexities of today’s markets – from the U.S. economy’s surprising resilience to the tech sector’s influence on the stock market this year. Armed with over two decades of industry experience, Mike offers an insightful, well-rounded perspective on the economy and what’s been the financial markets.

Throughout this episode, Jim and Mike discuss:

  • Why the U.S. economy is showing resilience despite Federal Reserve actions
  • How the major tech companies are driving stock market gains
  • How the corporate inventory restocking contributes to positive growth in GDP
  • The earnings outlook in the recent years compared to the past
  • The rising interest rates and their impact on the overall stock and bond market 
  • The economic picture outside of the U. S. and how things are looking around the world
  • An overview of the bond markets and what investors could expect in the future
  • And more!

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About our guest:

Michael Trudel is a seasoned financial expert with a dual background in law and portfolio management. Michael is a Chartered Financial Analyst and Managing Director at BlackRock’s Global Allocation team. With over two decades in the industry, he’s an authority on macro strategy and portfolio analysis, having previously served at Merrill Lynch and the Bank of New York. Armed with multiple degrees, including a cum laude JD and an MBA, Mike offers a well-rounded perspective on global financial trends.

Podcast: Play in new window | Download (Duration: 40:46 — 37.3MB) | Embed

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