
#255: How to Invest During the Trump Tariffs (with Taylor Krystkowiak)
The Trump administration appears poised to enact extensive tariffs against Canada, Mexico, China, and the European Union. This has triggered the stock market’s least favorite sentiment: uncertainty.
As stocks sell off and institutional investors seek greener pastures, it can be difficult to know how to adjust your long-term investment strategy. Fortunately for Stock Club listeners, we’ve got you covered with an interview featuring Taylor Krystkowiak.
Krystkowiak is a Vice President and Investment Strategist at Themes ETFs. With more than a decade of experience in asset management and investment analysis, he leads the publication and presentation of macroeconomic research at Themes.
In our conversation, Krystkowiak breaks down the rotation into foreign equities, value stocks, and gold—and makes a compelling case for big-name bank stocks.
Tune in to hear how the market is moving and calm your investing nerves despite the frothy conditions.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: pod@mywallst.com
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Intro
03:31 Current US Economic Landscape: A Helicopter View
11:22 Opportunities Amidst Uncertainty: Euro Stocks and Defense Stocks
18:06 Market Rotation: From Tech to Defensive Stocks
21:47 Gold: A Safe Haven in Uncertain Times
26:01 The Challenge of Timing the Market
30:32 Psychology and Market Volatility
36:32 The Role of Options in Modern Trading
40:57 Leveraged ETFs: Amplifying Risk and Reward
47:36 Highlighting Themes Top ETFs
Stock Club
Welcome to the Stock Club podcast, where we bring you weekly episodes on the most significant changes in the world of investing. Delve into the inner workings of investing, stock news and strategies, all geared towards helping you become a better investor. Join the MyWallSt team, as they sit down to share the latest investing stories. If you want to stay ahead in the game, this podcast is for you.