| Could another tariff shock rattle the markets? It’s been a quiet summer for most investors. Jared Dillian doesn’t expect that to last. For Jared, the spring tariff meltdown broke the market—for good. And we may be due for a second tariff-driven sell-off this fall. From the Fed’s future leadership to a looming boom in commodities, Jared shares his insights on how investors should navigate these uncertain times. Find Jared Dillian’s latest research here: https://www.jareddillianmoney.com/ Sign up for Ed D’Agostino’s free newsletter here: https://www.mauldineconomics.com/go/JM563Z8/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X: https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 01:30 – US Dollar sentiment 02:25 – Trump versus the Fed 06:23 – Transparency over tariffs 10:36 – Are interest rates actually that high? 13:23 – Metal prices on the rise 17:02 – A second tariff meltdown ahead |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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