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Are tariffs coming back—and is the market ready?

The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, the Alpha Architect team to break down what these developments mean for inflation, volatility, and long-term investing strategy.

In this episode, we discuss:
• Why the expiration of tariff extensions could shake global markets
• How much of the trade disruption is already priced in
• Inflation: transitory spike or structural trend?
• The limits of macro forecasting for long-term investors
• When trend following works—and why it’s different from economic prediction
• What increased access to private equity could mean for everyday investors
• Volatility exposure: smart hedge or expensive distraction?

Follow the Team on X:
Wes Gray, PhD: https://x.com/alphaarchitect
Jack Vogel, PhD: https://x.com/jvogs02
Ryan Kirlin: https://x.com/RyanPKirlin
Jose Ordoñez Jr: https://x.com/JOrdonezJr

Subscribe for more insights on diversification, market trends, and smart investing strategies!

Music License: VFX3P5IRW5LIFQAA
For more educational resources, visit:
https://www.alphaarchitect.com
Disclosures:
https://www.alphaarchitect.com/disclosures

Is Market Volatility Incoming? | August Round up

Guest:

Andrew Lo - the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He’s going to talk to us about his book Adaptive Markets: Financial Evolution at the Speed of Thought, which has been shortlisted for the 2017 Financial Times and McKinsey Business Book of the Year Award

Behind the Markets Podcast: Andrew Lo

The Alpha Architect mission is to empower investors through education.

Is Market Volatility Incoming? | August Round up

Alpha Architect

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