How Trump’s Unpredictability Is Hurting the Markets - podcast episode cover

How Trump’s Unpredictability Is Hurting the Markets

Mar 04, 20256 min
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Episode description

In this insightful clip of Market Mondays, hosts Rashad Bilal and Troy Millings delve into the complexities of market fluctuations under unpredictable political decisions. Join them as they discuss the uncertainty faced by Fortune 500 companies and global markets during unpredictable leadership.


Rashad shares his personal experience after expressing doubt about Trump's impact on the economy just before the election. He recounts a conversation with a top executive from a Fortune 500 company, who described the new era of unpredictability as it pertained to tariffs, regulations, and market behavior. This executive emphasized how challenging it is for businesses when the rules of the game seem to change daily, disrupting their ability to navigate the economic landscape effectively.


The hosts explore why stability and predictability are cherished by markets. They clarify that markets and industries thrive on knowing consistent policies – whether it's understanding foreign policies or knowing which industries may face scrutiny. Rashad points out that Trump's unpredictable nature significantly deviates from this standard, leading to fluctuating global markets and creating choppy waters for businesses and governments alike.


Troy further expands on how erratic decisions, such as sudden tariffs, affect multiple countries, highlighting the interconnected nature of global commerce. Unpredictable retaliations from countries like China illustrate how sudden policy shifts create a domino effect, impacting business operations worldwide. Troy stresses how this uncertainty makes it difficult to prepare for future business strategies, as the rules could change abruptly.


Both Rashad and Troy connect these economic uncertainties to broader challenges, referencing how departmental cuts and mismanagement, particularly in the context of handling COVID-19, have repercussions that extend beyond the immediate business landscape.


This clip sheds light on the importance of consistent and predictable policy-making for economic stability and growth. It emphasizes the cascading effects of political decisions on global commerce, illustrating a critical topic that resonates with businesses and investors alike.


Tune in to gain a deeper understanding of how erratic political behavior influences markets and learn strategies for navigating such uncertain times. Be sure to catch more insights with Rashad Bilal and Troy Millings on Market Mondays!


*Hashtags:*

#MarketMondays #EconomicUncertainty #PoliticalImpact #TrumpEconomy #GlobalMarkets #MarketAnalysis #BusinessStrategy #RashadBilal #TroyMillings #EconomicStability #PolicyImpact



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Transcript

Speaker 1

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Speaker 2

What's up.

Speaker 1

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Speaker 2

Going back to this market thing before we go to the next topic, is one of these things that I didn't think that Trump was going to be the best person for the economy, and I said that the day before the election and pretty much got crucified. It's not I have no allegiance to a political party, but it's one thing that kind of made me leary about Trump is that he's uncertain. So is the reason why most

most before that you wouldn't know that. Now, well, most of the Fortune five hundred companies and hedge funds and all that they really wanted to come out of the win. Once they saw that she had no chance of winning, then they then they switched pivot. But the reason why is that these guys like to know what's going on. And when we was in San Francisco, I met a top executive at one of the Fortune five hundred companies and he told me that, you know, life has been

difficult for him because uncertainty. He's like, he's never seen so much uncertainty as far as like one day there's terror US, one day there's not terror US, one day there's regulation. And he was like, you know, if you know the rules of the game, you can play it. But if the rules of the game changes every single day, why that that becomes difficult. Markets don't like radical behavior,

They like they like the regular standard vanilla. We know we're gonna get we know what your foreign policy is, we know that you're gonna be hard on this industry. Be okay, cool, We could we could navigate that. Trump is the exact opposite of that. You don't know what, you don't know what he's gonna do. He's extremely unpredictable

and often he changes course a lot. So yeah, I mean over the long haul of market will be fine, but we do have to have some level of honest conversation that he is a catalyst for some of this because his behavior is extremely erradic and that's causing certain uncertainty and global markets, American markets, companies, governments, and that's choppy, it's choppy waters.

Speaker 1

Yeah, you're right, like I said, like one day, it's a tackle in this country, and then I'm gonna give you thirty days to figure that out. But these things are effect multiple places, right, So if you're if you're talking about China having tax on top, well they're going to retaliate. If enough country start retaliating, that's that affects business everywhere, and that's I'm glad you brought that conversation up.

Is like when I don't know what's gonna happen tomorrow, it's tough to prepare for it, and so you try to prepare for it and then it changes, right like one day is like, hey, if you don't show me your work by the end of the week, don't come to work on Monday, huh Like with then you get as right, like right restive of a cut.

Speaker 2

Yes, I get it, And look at the COVID them cutting certain departments led to the mismanagement of the COVID virus.

Speaker 1

Yeah, some may say the same thing about the FAA, for sure.

Speaker 3

An illegal alien from Guatemala charged with raping a child in Massachusetts. An MS thirteen gang member from l Salvador accused of murdering a Texas man of Venezuelan charged with filming and selling child pornography in Michigan. These are just some of the heinous migrant criminals caught because of President Donald J. Trump's leadership. I'm Christy Noman, the United States

Secretary of Homeland Security. Under President Trump, attempted illegal border crossings are at the lowest levels ever recorded, and over one hundred thousand illegal aliens have been arrested. If you are here illegally, your next you will be fine nearly one thousand dollars a day, imprisoned and deported, you will never return. But if you register using our CBP home app and leave now, you could be allowed to return legally. Do what's right, leave now. Under President Trump, America's laws,

border and families will be protected. Sponsored by the United States Department of Homeland Security,

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