• How tariffs can create buying opportunities

  • Feb 19 2025
  • Durée: 23 min
  • Podcast

How tariffs can create buying opportunities

  • Résumé

  • What do tariffs, long/short strategies, and robust market insights have in common? They’re the focus of the latest Trader Talk episode, where host Kenny Polcari and guest Tom Hayes, founder, chairman, and managing member of Great Hill Capital, dive into volatile market trends and actionable strategies for investors. Broadcasting from the iconic New York Stock Exchange, Polcari leverages decades of institutional trading experience to help you navigate market uncertainty amid shifting trade dynamics. Polcari opens by addressing how tariff headlines trigger investor panic—stocks fall and volatility spikes—despite tariffs being standard taxes on imported goods meant to protect domestic industries and bolster government revenues. Hayes explains that it’s not the tariffs themselves but the emotional responses they elicit that create opportunities. “Sell the rumor, buy the news,” he emphasizes, noting that market dislocations expose companies with strong pricing power and diversified supply chains. Hayes also shares his views on long/short strategies, comparing today’s market dynamics to past cycles. He highlights that after periods of political and economic shocks, international and emerging markets often rebound, offering attractive long-term prospects. Balancing fundamental analysis with technical indicators such as moving averages, RSI, and relative strength helps investors time entries and exits effectively. Later in the episode, Polcari wraps up with a culinary twist, sharing the backstory and recipe for his guest-favorite veal Parmesan—a beloved Italian-American dish that perfectly illustrates the art of smart investing. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned. Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/ Thoughts? Questions? Fan mail? Email us at tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.
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