This week, we’re diving deep into the world of global finance with a truly special guest—Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab. With a staggering $7 trillion in assets under management, Schwab’s insights shape the financial landscape, and Jeff is at the helm of international market analysis. In this episode, Jeff unpacks the latest on tariffs, trade tensions, global economic trends, and market opportunities—including why Europe’s “New Magnificent Seven” might be the next big thing. Plus, we tackle investor confidence, employment shifts, and the ever-changing role of the U.S. in global trade. Is international investing finally having its moment? Should you rethink your portfolio strategy? Tune in as we break it all down with Jeff’s expert take! Listen now and get ahead of the market curve!
Key Takeaways:
- How are the proposed tariffs and global trade policies expected to impact international markets and supply chains?
- What factors are influencing consumer confidence and employment trends in the U.S., and how might they affect the broader economy?
- Why have international markets, particularly in Europe, been outperforming U.S. stocks, and what are the implications for investors?
Key Timestamps:
(00:00) – The global market landscape
(04:00) – European tariffs and their economic impact
(06:00) – The real impact of tariffs
(08:00) – International market uncertainty
(09:00) – Germany’s increased defense spending
(12:00) – Rising US recession risks
(14:00) – The effect of government spending cuts on GDP
(18:00) – International stock outperformance
(19:00) – The role of China and India in emerging markets
(25:00) – Shipping, tariffs, and global politics
(30:00) – New investment opportunities
Key Topics Discussed:
The Trusted Partner, Cobblestone Capital Advisors, Jesse Cramer, Gabe Chodak, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques, Global investment strategies, International Stock Market Trends, Tariff Impact on the US Economy
Mentions:
LinkedIn: https://www.linkedin.com/in/jeffrey-kleintop/
More of The Trusted Partner:
Website: https://cobblestonecap.com/the-trusted-partner-podcast/
Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
