Global Tug-of-War: AI, Tariffs, and Tactical Investing in an Uncertain Economy - 7/14/25

Paramount Wealth Perspectives

Paramount Wealth Perspectives
Global Tug-of-War: AI, Tariffs, and Tactical Investing in an Uncertain Economy - 7/14/25
Jul 14, 2025
Christopher Coyle

In this episode of Paramount Wealth Perspectives, host Chris Coyle sits down with Scott Tremlett, Chief Investment Officer at Paramount Associates Wealth Management, to unpack the most pressing themes shaping today’s global markets. From the evolving role of artificial intelligence and the rise of sovereign clouds, to the renewed emphasis on value investing and the impact of new tariffs—this episode explores it all.

Chris and Scott dive into current market dynamics, including the outlook for inflation, shifts in sector leadership, international equity momentum, and how investors can navigate macroeconomic uncertainty with a focus on balance, flexibility, and quality. Whether you're watching CPI prints, earnings season forecasts, or the future of interest rates, this episode provides strategic insights and timely perspectives to help you stay ahead.

Tune in to hear how real-time, data-driven decisions and diversified positioning can drive long-term success in today’s ever-shifting investment landscape.

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