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On The Tape

Josh Brown on Trump, Tariffs & Where Investors Go From Here

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 3 April 2025

⏱️ 58 minutes

🧾️ Download transcript

Summary

Dan Nathan is joined by Josh Brown, CEO of Ritholtz Wealth Management, to examine the impact of recent market movements, institutional money, and the evolving economic landscape under the current administration. They delve into the specifics of the stock market downturn, the implications of recent tariffs, and the potential for recession. Josh shares his approach to tactical shifts, the importance of a rules-based strategy, and how his firm is managing client portfolios through volatility. The conversation also touches on the resilience of various market sectors, the challenges of globalization, and the long-term outlook for investors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0

When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,

0:07.2

a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in

0:14.0

market forces impacting deal flow and find out how companies, investors are shifting their strategies

0:19.3

to drive growth and unlock value.

0:21.7

Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.

0:27.4

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0:31.8

or building wealth for tomorrow, they help people and small businesses put their money to work.

0:36.8

They automate to make savings simpler.

0:38.8

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0:41.0

They build innovative technology backed by financial experts for anyone who's ever said, I think I can do better.

0:47.4

So be invested in yourself, be invested in your business, be invested in better with betterment.

0:52.3

Get started at betterment.com.

0:56.1

Welcome to the Risk Reversal podcast. I'm Dan Nathan joined by Josh Brown. He is the C.

1:00.6

Poo Boo-boo. Oh. Ridthold's wealth management. Josh, welcome back to the podcast. Hello, Dan. Hello, America.

1:07.8

Two things here. About 10 years ago, you rolled into the green room at the

1:13.9

NASDAQ market site to do CNBC's Fast Money at 5, not the halftime report of which you are a star.

1:21.3

And you, it was, I don't know what the hell was going on. I don't know if you remember this,

1:23.8

but you're like, guys, guys, this might be the most important show we ever did there was

1:28.5

something it was something was melting out but by the way that is your legacy with us because there

1:33.6

are times like a day like today we will roll in there and guy will be like guys this is the most

1:37.4

important and everyone gives a hat tip to you guys you guys don't make fun of me for that no i mean it's

1:41.7

we don't make fun for it what's just a fun thing to do.

...

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