An Investor's Take on the Latest Tariff News

Motley Fool Staff, The Motley Fool

Tue, Apr 15, 2025, 6:44 AM 33 min read

President Donald Trump announced a 90-day pause on some tariffs. Meanwhile, the trade dispute with China is heating up.

In this podcast, Motley Fool analyst Jason Moser and host Ricky Mulvey discuss:

• The market's extreme reactions to tariff news.

• China's "nuclear option" for the U.S. economy.

• The key themes coming up this earnings season.

• Looking for opportunities in an uncertain environment.

To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.

A full transcript is below.

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This video was recorded on April 9, 2025

Ricky Mulvey: Buckle up. This trade war might be a long ride. You're listening to Motley Fool Money. I'm Ricky Mulvey. Back with me today. I saw him in person a few days ago, but it's good to see you on the Internet. Jason Moser, thanks for being here.

Jason Moser: Ricky, I think I like seeing you more in person, man, but still great to see you today anyway. Glad you got back safely.

Ricky Mulvey: Got back safely. Okay to see you on the Internet. Better to see you in your physical form and know that you're a real person.

Jason Moser: I'm with you.

Ricky Mulvey: Twelve minutes before we were going to record this show. Something happened. I got a whole outline. Twelve minutes before we got a truth social post. At real Donald Trump on truth, truth posted, basically that based on the lack of respect that China has shown to the world's markets, I'm hereby raising the tariff charged to China by the United States of America to 125% effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the United States and other countries is no longer sustainable or acceptable. This is what the market got excited about. Conversely, and based on the fact that more than 75 countries have called representatives of the United States Yada Yada, to negotiate a solution to the subjects being discussed relative to trade, trade barriers, tariffs, currency manipulation, and non monetary tariffs, and that these countries have not at my strong suggestion, retaliated in any way, shape, or form against the United States, I have authorized a 90 day pause and a substantially lowered reciprocal tariff during this period of 10% also effective immediately, thank you for your attention to this matter. Always good to be thanked when your 401K is getting rocked a little bit,