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Motley Fool Money

How To Tune Out Market Noise

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 24 March 2025

⏱️ 31 minutes

🧾️ Download transcript

Summary

Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks. Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews How do you tune out market noise? Tell us by writing into [email protected] ! Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Travis Hoium Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

The tariff situation changes again, maybe.

0:08.0

You're listening to Motley Full Money.

0:20.7

I'm Mary Long, joined on this Monday morning. I'm Mary Long joined on this Monday morning with Mr. Asit Sharma, Asset. Thanks for being here. Good to see you.

0:26.9

Mary, thank you for allowing me to come back. Of course. We'll have you come back many more times in the future.

0:33.3

What did you do last time that I'm unaware of? Let's let's not rehash old history.

0:38.1

Let's proceed.

0:39.1

Let's move on to the future.

0:41.0

Another day, we got another tariff-related development to kick off the week.

0:45.5

We're now a little bit more than a week out from what's been dubbed Liberation Day,

0:50.1

aka April 2nd.

0:51.8

That's when the U.S. intends to impose reciprocal tariffs on a set group of

0:56.3

countries. The idea of imposing these tariffs at all, plus this continued back and forth with

1:01.4

Canada and Mexico in particular has set markets into a tailspin of uncertainty these past

1:06.2

few weeks. The market's general trajectory has been downward since these tariffs were first announced.

1:11.6

We got some news that I want to hit about the potential narrowing of these tariffs ahead of April

1:16.3

2nd, aka Liberation Day.

1:18.6

But before we get to that, Liberation Day has quite the ring to it.

1:21.9

Are there any companies that are going to be celebrating this April 2nd when it hits?

1:26.7

Mary, maybe the steel producers? I thought I saw this morning that UBS had upgraded steel

1:32.9

producers, and I sort of get that because these are companies that have been up against

1:38.0

much lower cost competition in raw commodities. Steel is something that's subsidized by a lot of economies,

1:45.0

so maybe this helps that industry. But look, that has some follow-on effects on things like

...

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