The sector with the most to gain from Trump's tariffs

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. The market has been a roller coaster since President Trump announced tariffs. Caleb Silver, Investopedia's editor in chief, joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried on Stocks in Translation to discuss market expectations for 2025 under President Trump and the sectors poised to benefit the most.
The market has started 2025 on an "optimistic" note. "The closer you are to the president, the more you're [going to] see a rally in your sector," Silver explained. "Sentiment is very positive right now. The question is, what's on the other side of this positive sentiment?" Fittingly, today's phrase is policy uncertainty — a term many pundits associate with President Trump's administration. Blikre defined it as "the unpredictability of government actions like taxes, regulations, or trade rules that can impact business decisions, economic growth, and investor confidence in markets."
However, Silver warned that overanalyzing can be costly. "If you get too muddled up in what's going to happen, you're going to miss the action. And the action has been very intense across investors' favorite parts of the market," he said. Despite ongoing uncertainty, not all signs are negative. President Trump is the first in 20 years to take office without facing "some economic crisis or a recession." "So [the] wind's at their backs, which means more growth. And now we know that this administration is very favorable to business and cutting regulations. All of those are good signs for corporate profits, which is why we're here," Silver said.
While tariffs will impact import and export businesses, the financial sector may benefit from reduced regulation. "There's [going to] be a lot more risk on the table, which is a good opportunity for them to make money throughout their brokerages businesses and investment banking businesses. That's positive for the banking sector. And you need the banking sector to have the wind in its sails for the rest of the economy to move along."
Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers, and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here or watch on your favorite streaming service.














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