3.8 • 950 Ratings
🗓️ 28 March 2025
⏱️ 17 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
0:00.0 | Brian Stewart, our director of news here at Seeking Alpha, welcome back to the show as we close out almost another month and head into April. |
0:18.3 | Hey, how you doing? |
0:18.9 | Great to have you. So lots of news of tariffs, curious, what's coming in the week ahead with this April |
0:25.8 | second date. |
0:26.9 | What are you most focused on this week and looking ahead to next week? |
0:30.6 | So as long as you mentioned tariffs, we might as well get that out of the way. |
0:33.8 | The big news in the last day or two has been auto tariffs have kind of creeped |
0:38.8 | up as the main headline. So GM is down about 7% as we're talking today. Ford and Toyota are |
0:44.6 | both down about 3%. So there's a new kind of sector that's being sucked into the tariff debate |
0:52.2 | as the kind of moving target that tariffs have become |
0:55.8 | they're the new kind of face of it. I think one of the interesting things to take away, |
1:00.1 | and I think this is just sort of general investing advice is, like I said, GM's down 7%, but Ford's |
1:06.2 | only down 3%. So there's going to be winners and losers, or you could say more loser, less loser in some of |
1:13.8 | these situations. And so it makes it kind of a stock picking situation. So if you're looking at a |
1:20.1 | particular sector that might be affected by these tariffs, you might want to look under the hood of some |
1:23.7 | of those companies and see which ones are kind of most exposed. As an individual investor, as you're looking at it, you might want to just use the stock price |
1:31.7 | as a gauge of that kind of thing. |
1:34.3 | Like I said, GM's underperforming, going down faster than some of its major competitors. |
1:39.7 | So obviously the market has determined that GM is the most exposed to the tariffs that are coming |
1:45.5 | in. So as an investor, you're coming in with that information is sort of your first take |
1:50.3 | on it. And then I think your goal as an investor is to see to what extent the market might |
1:55.1 | have overreacted to the situation. So take a look at GM as just an example, see if you feel like that exposure |
... |
Transcript will be available on the free plan in -4 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Seeking Alpha, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Seeking Alpha and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.