Cocktail Investing

  Download Episode   During this week’s Cocktail Investing episode, Tematica’s mixologists Lenore Hawkins and Chris Versace take the bull by the horns discussing the topic that has gripped headlines and jacked stock market volatility this – President Trump’s proposed steel and aluminum tariffs. While there is much being said over these proposed tariffs, Lenore and Chris explain why they think Trump is using the negotiating tactics he laid out in his 1987 book, Art of the Deal. Drawing on what we are seeing in the heavy truck market and the pain homebuilders are poised to face given the current lumber shortage, Chris and Lenore game out what is likely to happen if those tariffs move past the proposal stage. Shortages. Price Increases. Inflation concerns. Consumer spending pressures. Economic growth risks. And then there is how the Fed will see it all as it gets ready for this Mar. 20-21 monetary policy meeting. You know, the one where new Fed Chair Jerome Powell will have his first formal press conference as c