• Are Trump's new policies enough to keep the market afloat?

  • Feb 12 2025
  • Length: 23 mins
  • Podcast

Are Trump's new policies enough to keep the market afloat?

  • Summary

  • What do earnings season, rising interest rates, and a housing shortage have in common? They’re the focus of the latest Trader Talk episode, where host Kenny Polcari and guest Stephanie Link, Chief Investment Strategist at Hightower Advisors, tackle the biggest market trends and economic questions of 2025. Broadcasting live from the iconic New York Stock Exchange, Polcari leverages decades of institutional trading experience to help investors navigate market uncertainty, inflation pressures, and evolving GDP growth. Polcari kicks off the episode by emphasizing the importance of momentum trading—using tools like moving averages, RSI, MACD, and strict stop-loss orders—to capture rising assets and exit declining ones at the right moment. He explains that earnings reports provide a real-time economic pulse, shedding light on labor trends, inflation, and new product launches that are crucial for investors. Stephanie Link forecasts a GDP growth rate of 2 to 2.5% for 2025, noting that Trump’s pro-growth policies, lower taxes, and deregulation are driving optimism in the technology and manufacturing sectors. Despite the current environment with mortgage rates hovering near 7%, both experts agree that a drop to sub-5% levels could stimulate the housing market—a sector still grappling with a shortage of about 5 million homes. No Trader Talk episode is complete without a culinary twist. Polcari shares his Champagne Chicken recipe—a classic dish that, much like a balanced portfolio, combines precision with flavor. 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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