Why the tariffs are not a “stock” problem – veteran trader

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Markets began to be called by President Trump Expanding in tariff policy of the first period.

Shares with Monday, S & P 500 (^ GSPC) to include The worst day of 2025After Trump reiterated 25% of the goods from Mexico and Canada Would move forward on March 4. Trump also promised to receive an additional 10% tariff to the US imports of the United States.

The changing mood in the market reflected the tariff headings of similar actions this year this year. According to Wall Street Veteran Kenny Polcari, “Tariffs are not a problem. The investor is panic.”

“Every time the tariffs are hitting the headlines, the market is gifted, the media screams, and investors are again in 2008,” Polcari, Yahoo Finance Trader Talk Podcast (see video above or above). “But let’s just step back. Tariffs are disasters like really?”

Trump has fallen down the main indices, including reciprocal tariffs and new tariff ideas for mutifies and new tariff ideas for steel and aluminum, including new tariff ideas and new tasks. However, if the tariff concerns are the front and center, investors saw Shares again from a sharp crisis.

Read more: What are the tariffs and how does it affect you?

“The knee reaction was ridiculed,” Polcari, in early February, while declaring tariffs in Trump Mexico and Canada in early February. “Shares tank tank, variability exhausted and algorithms panicked.”

“What happens when dust is settled?” Continued. “Screens regulate. Trade deals are re-thought and investors understand that the world is not over. Those who are calming and placing themselves in accordance with it.”

President Trump said that the government promotes the internal affairs, goods and services and the increase in government’s income will allow the country to pay the country’s national debt – it will currently allow $ 36.5 trillion.

But the forecasts record The cost of tariffs often fall to consumersThose who pay a higher price for daily goods brought from outside.

However, Polcari defended the potential investments of investors from tariffs could damage the tariffs or more or more tariffs.

“If you empty shares because of the tariffs, you are wrong,” said Polcari.

Great Hill Capital President and Management Member Thomas Hayes, despite panic, despite the formation of these tariffs in a short time, the effect will be neutral in the long run.

The story is ongoing

“This is unknown scares,” he said. “At a time, when these shares were sold, or when they were exposed to Mexico or are exposed to Canada, ‘Wait for a second. It will be a little blip from today.”

So what do these investors do in this time during economic uncertainty? Polcari suggested investors’ pay attention to where money moves. “

“See companies with strong balance sheets, price, power and diversified supply chains,” he said. “Watch how the industry changed. This is where there is a real opportunity – in a clever accommodation, not in the sale of panic.”

“Bottom line”, he added that “tariffs are not the end of the world, emotional trade – it’s really what kills your returns.”

Trader Talk’s Wall Street Veteran Kenny Polcari brings specialist recommendations and basic market concepts on the New York Exchange every week. Find more episodes Video center or see Preferred streaming service.