Relative Return Unplugged: What the Trump is he doing?



In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President Donald Trump’s second term that all but kicked off a trade war.
We explore the lay of the land following a flurry of executive orders, abrupt policy changes, and escalating tensions that seem to have no clear end in sight. The tariffs on Canada and Mexico are paused for now, but China did not experience the same sudden reversal.
Trump’s leadership style has so far led to volatility in global markets as investors grapple with the significant uncertainty and a potential market correction on the horizon.
Tune in to hear:
- The case for tariffs as bargaining chips and if this is ultimately a chaotic approach to diplomacy.
- Whether volatility is here to stay as a feature of Trump’s presidency.
- What kind of flow-on impact tariffs could have on the Australian economy.
Recommended for you
In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today’s markets – from credit rating agencies navigating global uncertainty to simultaneous dual IPOs.
In the latest episode of Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin’s volatility.
In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves.
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy.