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► Get my APP: https://bit.ly/48DmkYd – Even more videos, voice messages, and articles from Timo – Daily relevant stock market news + market assessments – 10-part video course on ETFs – All 100% free Dr. Robert Velten is an economist, philosopher, and fund professional. In this video, he analyzes Donald Trump's tariff policy and its impact on the stock markets. Are we heading for a major crash? And especially: What's the best way to handle my portfolio now? This video is encouraging and draws attention to the truly important decisions investors must make now. Enjoy my conversation with Dr. Robert Velten. Robert's book "Capital Strength": https://www.amazon.de/Kapitalst%C3%A4... Roberts Asset Management: https://www.velten-asset-management.com/ ► Follow me on Instagram: / timobaudzus ► Follow me on LinkedIn: / timobaudzus ► Click here to visit my website: https://timo-baudzus.de/ #trump #tariffs #crash #stocks #finance #portfolio #investing #investment An important final note: For legal reasons, I am not permitted to provide individual advice. My expressed opinion does not constitute an invitation to act. It is not a solicitation to buy or sell securities. Right Intro: Mouse Click Effect: https://elements.envato.com/mouse-cli... Typo: https://elements.envato.com/modern-ty... YT Subscribe: https://elements.envato.com/youtube-s... Intro Music: https://elements.envato.com/podcast-o... Intro: https://elements.envato.com/neon-logo... All materials used in this video are sourced from Envato Elements and are used under appropriate licenses. © Timo Baudzus 2023. All rights reserved. Time Stamps: 00:00 Intro 2:33 Are tariffs always bad? 4:30 Trump in combat mode: successful? 7:00 Is Trump becoming a dictator? 8:28 USA = political risk? 10:00 70% USA crazy? 11:38 Political stock markets now LONG legs? 14:45 Will everything become much more volatile? 16:10 What to do with your portfolio now? 20:00 First the pain, then the money? 22:30 This is what you have to do with your portfolio!!! 26:23 How does Robert select stocks? 29:00 Multi-factor approach to stocks? 32:30 Better than MSCI World? 35:02 Robert's example stocks 37:20 Robert's criticism of sustainable investing 42:00 THAT is a blatant mistake 44:02 Conclusion & final question