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Nelson: Hiding in ‘Low Growth or No Growth’ Names Won’t Work

Nelson: Hiding in ‘Low Growth or No Growth’ Names Won’t Work

Schwab Network · Schwab Network

March 31, 20257m 59s

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Show Notes

David Nelson argues Trump is trying to “even the playing field” in international trade by imposing tough tariffs. While uncertainty will clear up after April 2, he says that won’t stop the economy from slowing. He thinks everyone has “gone over to the other side of the lifeboat,” investing in “low growth or no growth” names, but he thinks those will suffer on the next market step up.


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