Is the market reacting to tariffs—or is something else at play?

Could tariffs lead to a recession, or are they just another headline in a long list of economic concerns?

And what do they really mean for long-term investors?

Lately, there’s been a lot of questions – and a lot of noise – around tariffs, global trade, and the future of the U.S. economy. In this video, I will break down what’s going on in plain English. I’ll walk you through what’s really driving these policy moves, how they’re tied to decades of economic imbalance, and why—despite the short-term pain—they may be part of a bigger strategy to strengthen U.S. competitiveness in the long run.

You’ll hear my perspective on the current environment, including the potential impact on market volatility, the likelihood of a recession, and why this might feel familiar if you remember the economic shifts of the 1980s.

If you're looking for clarity amid the chatter, I hope this gives you a clearer, more balanced view of what’s really going on.

Thanks for watching—and as always, feel free to reach out if you'd like to continue the conversation.