Terrifying Volatility & the Reign of Tariffs: Is Any Portfolio Safe?
On episode 198 of the Payne Points of Wealth, Bob, Ryan, Chris, and Courtney break down the recent market sell-off as Trump 2.0 tariffs loom large over the global economy, threatening to trigger a US recession. With business uncertainty at an all-time high, investors are left wondering: Is any portfolio truly safe? Join us as we delve into the impact of trade wars, plunging AI stocks, and geopolitical conflicts on your current investments. We’ll discuss strategies to navigate these turbulent times, mitigate risks, and identify potential safe havens for your money. Whether you’re a seasoned investor planning for retirement or just starting your savings journey, this episode offers valuable insights to help you weather the current tariff storm and make informed decisions in these volatile times.
Hidden Facts of Finance
BYD, which is a Chinese EV company, is building a ginormous EV manufacturing campus in Zhengzhou the capital of China’s Henan Province. After an eight phase growth process, the campus will cover 50 square miles, a March 24th Insider EV article reported. That’s ten times the size of Tesla’s Nevada Gigafactory and roughly the size of San Francisco.
The Russell Mid-cap index edged the S&P 500 from 2009 to 2020. Going back to 1991, the mid-cap index has returned an 11% annualized return, compared to 10.5% for the S&P 500.
Institutional Investor reports that the top 25 hedge fund managers made a combined $30 billion last year, just shy of the record in 2020. The top 20 managers, with their combined asset-weighted returns, returned 13.1%, which was better than most hedge funds; however, dramatically underperformed the S&P 500, which returned 24.8% last year.
