Money Life With Chuck Jaffe Daily Podcast

Sal Gilbertie, chief executive officer at Teucrium Trading — which runs several commodity specific ETFs, like the Teucrium Soybean fund — says that while tariffs are being blamed for high prices for goods like coffee, cocoa, beef and more, it's actually the weather and long droughts in certain key growing areas that have steadily increased prices over several years. Still, Gilberties says tariffs have had an undeniable impact, some of it negative — with trading partners losing trust in the United States — some of it positive, because commodities are still moving around world markets. He says that investors who can stomach the volatility should be leaning into the headlines for opportunities, rather than fearing bad news impacts. David Trainer, president of New Constructs, says that tech giants are using mountains of cash to develop and build opportunities in artificial intelligence, but he notes that such huge spending can't go on forever while waiting for the payoff, and he identifies Amazon, Meta and Oracle