Will Trump’s Tariff War Force the Fed to Act? | Ben Emons

2025-04-01

In this episode we're joined by Ben Emons, Founder of FedWatch, for a conversation on the surprising return of tariffs and their impact. Ben speaks to some of the controversial moves by the Federal Reserve with sharp analysis that you won't hear anywhere else! He sees gold going up even further and shares a couple of overlooked opportunities emerging amidst market uncertainty.Ben Emons is an Investment Advisor of Cetera. He founded FedWatch Advisors, a systematic trading strategy based on large language modelling of Fed speeches and...

He sees gold going up even further and shares a couple of overlooked opportunities emerging amidst market uncertainty.

Ben Emons is an Investment Advisor of Cetera. He founded FedWatch Advisors, a systematic trading strategy based on large language modelling of Fed speeches and communication. He previously served in portfolio management roles at PIMCO, Nuveen Investments and NewEdge Wealth.

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---- 🗒️ Time Stamps

00:00 End of the Global Trade Era as We Know It

02:24 Tariffs to Return US to a "Surplus Economy"

04:14 Likelihood of a (Real) Recession in the US

05:36 Easier Ways to Refinance US Debt in 2025

08:08 Fed Language Evolution, Transitory Inflation

10:00 Stocks to Watch Amid Market Uncertainty

11:51 Can Donald Trump Fire the Chair of the Fed?

15:40 Stephen Miran's Blueprint for Global Trading

17:55 Tariffs Without Congressional Approval

19:45 Which Assets to Buy in a Volatile Market?

23:04 Reflecting on Personal Investment Style