At The Money: Navigating War, Tariffs and Geopolitics

In this edition of "At The Money," Barry Ritholtz interviews Sam Ro, a veteran markets journalist, about navigating investment strategies amidst geopolitical risks like war and tariffs. Sam Ro emphasizes the stock market's historical resilience to geopolitical events, noting that market dips tend to be brief, averaging about 15 trading days. The discussion covers the impact of Middle East tensions on oil prices and inflation, the feasibility of homeshoring, and the importance of studying historical data to maintain perspective during crises. Both discuss the psychological effects of ongoing crises, such as COVID-19, and the need to balance emotional reactions with rational investment decisions.