IP #109: Trade War 2.0: US 100% Tariffs vs. China Rare Earth Restrictions - Market Volatility

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In this episode of Investor’s Playbook, we jump into one of the most volatile turns we’ve seen: the markets are crashing after the U.S. announced a sweeping 100% tariff on Chinese goods, just when the government is still locked down and unable to govern. It’s a perfect storm of policy shock and political paralysis.

We’ll break down what triggered the selloff—how investors reacted to the tariff bombshell (major indices plunged, tech stocks got hit hard, and volatility spiked) —and why this kind of escalation with China sends shockwaves through global trade and supply chains. We’ll also talk about how the ongoing government shutdown compounds the uncertainty: no fiscal response, limited leadership, and markets left to interpret silence.

Then we pivot to strategy—what sectors might get slammed, which ones could offer relief, and where to position yourself if the pressure continues. This episode is for anyone trying to make sense of headlines that feel like they’re rewriting the playbook in real time.

Let’s unpack the chaos together.

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