HomeMarketsU.S. Economy‘Tactical Asset Allocation’ During Peak Uncertainty

‘Tactical Asset Allocation’ During Peak Uncertainty

David Kudla explains “tactical asset allocation” as he argues for opportunities in Europe, gold, and alternatives as the U.S. goes through “fiscal austerity” amid “peak uncertainty.” He talks about how the strong labor market is impacting the Fed as President Trump criticizes Chair Powell for not lowering rates. He also discusses the possibility of stagflation and even recession.

The Watch List

21 Apr 2025

SHARE

ON AIR
6:00 am
Market Overtime
replay
12:00 am
Trading 360
REPLAY
1:00 am
Fast Market
REPLAY
2:00 am
Next Gen Investing
REPLAY
education
3:00 am
Your First Trade
REPLAY
education
3:30 am
Inside the Mind of a Trader
REPLAY
education
4:00 am
Inside the Mind of a Trader
REPLAY
education
4:30 am
Inside the Mind of a Trader
REPLAY
education
5:00 am
Your First Trade
REPLAY
education
5:30 am
Your First Trade
REPLAY
ON AIR
6:00 am
Market Overtime
REPLAY
education
7:00 am
Inside the Mind of a Trader
REPLAY
education
7:30 am
Inside the Mind of a Trader
REPLAY
education
8:00 am
Inside the Mind of a Trader
REPLAY
8:30 am
Market Overtime
REPLAY
education
9:00 am
Your First Trade
REPLAY
education
9:30 am
Your First Trade
REPLAY
education
10:00 am
Your First Trade
REPLAY
education
10:30 am
Your First Trade
REPLAY
education
11:00 am
Your First Trade
REPLAY
education
11:30 am
Your First Trade
REPLAY
education
12:00 pm
Your First Trade
REPLAY
education
12:30 pm
Your First Trade
REPLAY
education
1:00 pm
Your First Trade
REPLAY
education
1:30 pm
Your First Trade
REPLAY
2:00 pm
Trading 360
REPLAY
3:00 pm
Fast Market
REPLAY
4:00 pm
Next Gen Investing
REPLAY
5:00 pm
Market Overtime
REPLAY
education
5:30 pm
Inside the Mind of a Trader
REPLAY
education
6:00 pm
Inside the Mind of a Trader
REPLAY
education
6:30 pm
Inside the Mind of a Trader
REPLAY
7:00 pm
Market Overtime
REPLAY
8:00 pm
Market Overtime
REPLAY
8:30 pm
Market Overtime
REPLAY
9:00 pm
Trading 360
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor