How Will New Tariffs Impact Your Investment Portfolio in 2025?

Are tariffs about to disrupt your investment strategy? With new tariff plans announced and global responses unfolding, investors are left questioning: Should we brace for impact?

 

In this episode of the MoneyShow MoneyMasters Podcast, we break down what tariffs could mean for the markets and your portfolio. We’re joined by Stephanie Link, Chief Investment Strategist at Hightower Advisors, and Kathryn Vera, Chief Investment Strategist at StoneX.

 

Together, they unpack the potential economic fallout, discuss whether tariffs will truly hit corporate earnings, and reveal why the reality might not be as dire as some fear. Plus, discover smart strategies to safeguard your investments in uncertain times – and what sectors, stocks, and asset classes make the most sense for the rest of 2025.

 

Chapters:

00:00 - 02:00 Tariff Impact

02:00 - 06:00 Navigating Market Uncertainty

06:00 - 10:00 Tariff Lessons from 2018

10:00 - 15:00 Economic Dynamics and Inflation

15:00 - 20:00 Investment Tactics Amid Tariffs

20:00 - 21:40 Resilient Investing for the Future

 

📅 Join us at the MoneyShow Masters Symposium Miami for more of his market insights and investment strategies! 

 

Register now: https://www.miamimms.com/?scode=065113