Trump Tariffs and the Stock Market Collapse | Benn Eifert скачать в хорошем качестве

Trump Tariffs and the Stock Market Collapse | Benn Eifert

Benn Eifert of QVR Advisors joins Monetary Matters to share his thoughts on tariffs, volatility, and the growth of ETFs with embedded derivatives. Recorded on March 26 (before “Liberation Day” and the market crash). Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Benn Eifert on Twitter https://x.com/bennpeifert Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 00:49 Tariffs Will Be A Disaster 08:18 Tariffs Could Drive Markets Lower 24:15 Unwind At Multistrategy Hedge Funds ("Pod Shops") 29:39 Opportunities In Vol Markets 35:24 Leveraged Single Stock ETFs 40:58 Growth Of ETFs With Derivatives In Them 42:00 Is There A Bubble In "Selling Options To Generate Income"? 48:11 This Volatility Regime vs. Previous Regimes 51:04 Odds Of A Great Year In Stocks Is Slim 52:57 Could Trump Claim Victory On Tariffs? 54:35 Bull Markets in European and Chinese Stocks 56:01 Greatest Misconceptions About Volatility #liberationday #trumptariffs #trumpeconomy #trump #tariffs #stockmarketcorrection #economiccrisis #economics #economy #tradewar #trade #marketcrash #marketcollapse