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"Boring is Beautiful:" Finding Investment Opportunities Amid Tariff Volatility

"Boring is Beautiful:" Finding Investment Opportunities Amid Tariff Volatility

Schwab Network · Schwab Network

April 23, 20257m 14s

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Show Notes

Mike Rode isn't surprised to see market weakness in 2025's first quarter, even without considering the tariff volatility. He points to high valuations and signs of a slowing consumer ending 2024 as harbingers. However, Mike urges investors to stay on their toes and watch for investment opportunities amid continuing volatility. He believes small and mid-cap companies can rally big as volatility cools. Mike also points to high-dividend stocks as defensive plays.


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