Podcast: How Will Trump Tariffs Hit Tech?
Feb. 3, 2025As the world reacts to Trump’s tariffs, questions mount over the far-reaching implications. In this episode, ETF Strategist Bipan Rai, Portfolio Manager Jeremy Yeung, and your host, Michelle Allen, explore what this could mean for the domestic economy, global supply chains, and the Technology sector.
Michelle Allen is a Senior Associate of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, the Head of ETF Strategy at BMO Global Asset Management (BMO GAM), and Jeremy Yeung, a Portfolio Manager (Technology and Communications), Global Equity, at BMO GAM. The episode was recorded live on Monday, February 3, 2025, at 11:00 AM, before Trump and Trudeau confirmed a 30-day moratorium on tariffs.
ETFs mentioned:
- BMO Global Equity Fund Active ETF Series (Ticker: BGEQ)
- BMO Global Innovators Fund Active ETF Series (Ticker: BGIN)
- BMO US High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWS)
- BMO Covered Call US Banks ETF (Ticker: ZWK)
- BMO Covered Call Energy Fund - Series ETF (Ticker: ZWEN)
- BMO Long Short US Equity ETF (Ticker: ZLSU)
- BMO US Equity Buffer Hedged to CAD ETF – January (Ticker: ZJAN)
- BMO S&P 500 Hedged to CAD Index ETF (Ticker: ZUE)
ZLSU, total returns as of 2025/01/31: 1 yr: 34.67%, Since Inception: 32.67%.
GPU: Graphics Processing Unit
USMCA: United States – Mexico – Canada Agreement on free trade
CES: Consumer Electronics Show
OEMs: Original Equipment Manufacturer
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