Advisors on This Week’s Show

(with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik)

In a special episode of the Money Talk Podcast, advisors Kyle Tetting, Art Rothschild and Adam Baley review the first year since the U.S. escalated tariffs and global trade wars.

They discuss corporate uncertainty and market volatility stirred by repeated shifts in tariffs, which have varied by country and remain in flux after the Supreme Court ruled that the justification for many of the changes was illegal.

Kyle, Art and Adam related what the developments have meant so far to long-term investors and what that suggests for managing portfolios and expectations amid disruptive global events.

Learn more

Tracking the Impact of the Trump Tariffs & Trade War, from the Tax Foundation
Market Reactions to Tariff Announcements, from the Federal Reserve Bank of San Francisco
2025 in rear-view: Lessons learned, by Kyle Tetting
2025 Investment Outlook Seminar, a Money Talk Video with Kyle Tetting
Markets surprise. What should investors do? by Steve Giles
War: Added uncertainty, need for balance, from Kyle Tetting
War in Ukraine reminds us of role for bonds, from Kyle Tetting

Money Talk Podcast, Friday April 3, 2026