ep 28 | Trade War Redux - 2025 First Quarter Update
From Avenue Insights by Avenue Investment Management
February 12, 2025 · 27 min · Episode 28
About this episode
Bill Harris and Bryden Teich discuss the Avenue 2024 Year End Letter and the investment outlook for 2025, focusing on the new Presidential Administration and potential rising tariffs.
In this episode Bill Harris and Bryden Teich discuss the Avenue 2024 Year End Letter and the outlook for 2025. One of the main topics discussed is the new Presidential Administration in the United States and the potential for rising tariffs. They further highlight Avenue's investment approach and the focus on investing in high quality businesses. Episode recorded on February 4th 2025
People in this episode
Host: Bill Harris
Guest: Bryden Teich
Topics covered
- trade war
- investment outlook
- tariffs
- high quality businesses
- Presidential Administration
- Avenue Investment Management
Keywords
- trade war
- investment
- tariffs
- Avenue Investment Management
- 2025 outlook
- high quality businesses
- Presidential Administration
Mentioned in this episode
Organizations: Avenue Investment Management
Places: United States
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