Liberation Day and March Jobs Report - Weekly Market Insights: April 5th

Navigating the Q1 Market Downturn and Economic Uncertainty

In this extended episode of the Financial Foundry podcast, host Dan Mueller delves into a comprehensive analysis of the tumultuous first quarter of 2025. The discussion covers key market results, the implications of recessions, the impact of Liberation Day tariffs on global trade, and the March non-farm payroll report. Listeners will gain insights into the recent market downturn, the importance of diversification, and an in-depth look at potential future economic conditions amid heightened uncertainties.

00:00 Introduction and Episode Overview

01:25 Q1 Market Results: Winners and Losers

05:47 Understanding Recessions and Stagflation

14:22 Impact of Liberation Day and New Tariffs

27:36 March Non-Farm Payroll Report Analysis

36:38 Conclusion and Next Episode Preview