In this episode, we delve into recent market movements following tariff announcements and pauses. The discussion covers the sharp decline and subsequent recovery of the S&P 500, highlighting sector-specific performance and the varying recovery trajectories of different market segments. The episode also covers broader economic concerns, including credit card delinquency rates, inflation, and consumer demand, emphasizing the importance of high-quality and balanced portfolios amidst ongoing market volatility and economic uncertainties.
