• E77: Tariff-Proof your Portfolio in Europe

  • Apr 29 2025
  • Length: 1 hr and 25 mins
  • Podcast

E77: Tariff-Proof your Portfolio in Europe

Listen for free

View show details

  • Summary

  • 🧠 Kant's Revolutionary Investing Paradigm - how 18th century philosopher Emmanuel Kant's "Copernican Revolution" in thinking applies to investing. Discover how shifting your perspective from "risk exists out there" to "we construct risk" can transform your approach to volatile markets.💱 Dollar Defense: Getting European Exposure - with uncertainty around the US dollar, we break down four practical strategies for US investors to increase their European exposure.🚢 Tariffs and Supply Chain Disruption - how recent tariffs are already causing massive shipping declines between China and the US. Learn why these disruptions could take up to a year to fully impact consumer prices, and what it could mean for inflation.📊 BlackRock's Vision for Market Democratization - Larry Fink, CEO of BlackRock, makes the case for greater democratization of investing. We discuss his vision for making private markets accessible to average investors. Could this revolution bridge the gap between public and private markets? And does Tokenization of assets really have a role here?📈 Luke's First Buy Since January - after months on the sidelines, Luke reveals why he's taking a position in a European pharmaceutical giant. Is this European dividend-payer poised for a comeback despite fierce competition?🌴 Thank You for Supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife 💵 Your support helps us continue bringing insightful episodes and valuable investing wisdomSources:https://7investing.com/article/how-to-invest-internationally-using-american-depositary-receipts-alternative-title-the-abcs-of-adrs/Segments:00:00:00 Cold Open00:00:52 Introduction00:08:49 Krzysztof's Bold Prediction for this Autonomous Car Leader00:14:50 Biotech vs. Med Tech00:19:03 Kant's Philosophy and Investment Thinking00:28:30 Tariffs Impact on Global Shipping00:35:15 Navigating Consumer Effects of Tariffs00:42:21 Larry Fink's Vision for Democratized Markets00:47:56 The Case for Tokenizing Markets00:56:31 How US Investors Can Gain European Exposure01:09:47 Understanding ADRs vs. Direct Foreign Investments01:15:46 Safari Stock: a European pharma giant**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Get 15% off any premium plan with:https://finchat.io/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns
    Show More Show Less
Show More Show Less
activate_mytile_page_redirect_t1

What listeners say about E77: Tariff-Proof your Portfolio in Europe

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.