In this inaugural episode of TheStreet’s Stocks and Markets Podcast, Pro Portfolio Manager Chris Versace sits down with Academy Securities’ Head of Macro Strategy and TheStreet Pro contributor Peter Tchir. Learn why Peter thinks trade deals, not tariff negotiations will be a more critical yardstick by which to measure the Trump administration.
The two also discuss how China is changing the tariff playbook and how that could impact the redrawing of geopolitics and global trade. Drawing from TheStreet Pro member questions, Chris asks Peter about trade and tariffs between the US and European Union, CLO equity tranches, and whether investors should sell the market rips.
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