Victoria Greene of G Squared Private Wealth says uncertainty over tariffs and the macro environment could linger in the markets, but highlights why Cheniere could rise above the doom & gloom.
Rapid Recalibration
Q2 2025 Market Outlook
âEven the finest sword plunged into salt water will eventually rust.â- Sun Tzu
We entered the year cautiously bullish and flagged a policy error as a big potential risk to derail the market bull run â and boy, did that play out in Q1. While tax cuts, spending, or any sense of what the budget will look like is stuck in Congress, the market has been subjected to a large-scale game of chicken over tariff and trade which has raised the anxiety level significantly. Potential shifting alliances may pivot the US away from Europe and more towards Asia and Russia which could disrupt trade further if Europe pivots away from US trade in retaliation. The quick market sentiment change has caused the Magnificent 7 to pull an Icarus, flying too high and falling sharply down to earth. As we are preparing to enter Q2, all we can advise is to be comfortable being uncomfortable this year.
Victoria Greene, CIO, joins âPower Lunchâ to discuss the market volatility, the marketâs animal spirits and out outlooks.
Learn More from Power Lunch – Victoria discusses market volatility
Victoria Greene, joins âThe Exchangeâ to discuss our investment thesis right now, why investors should consider gold, and much more.
Learn More from CNBC The Exchange – Greene discusses gold, international and dividend stocks
Victoria Greene, founding partner and CIO at G Squared Private Wealth, discusses the impact of deglobalization, tariffs, and shifting trade dynamics on corporate profits and multinational companies.
Learn More from CNBC Worldwide Exchange – Greene: Deglobalization might be the word of the year
With the tariff war heating up from a simmer to a boil, itâs a good time to take a step back and look at how the world has shifted in the last few decades. The trend of de-globalization and onshoring (or near-shoring) has been accelerating since the global financial crisis and moving even faster in a post-COVID world. The pandemic showed just how vulnerable far-flung supply chains can be to disruption, which caused many companies to begin building in redundancies and bringing manufacturing closer to home. We would argue that peak global trade happened in the early 2000âs and since then, the world has been shifting away from free global trade.
Learn More from March 2025 Market Brief – Divergent Deglobalization
Victoria Greene of G Squared Private Wealth discusses the marketâs reaction to new tariffs and advises investors to maintain composure amid the rapid news cycle.
Victoria Greene, G Squared Private Wealth founder, join âClosing Bell Overtimeâ to talk the dayâs market action.
Learn More from CNBC Closing Bell – Greene joins to discuss what to expect for February
Victoria Greene, founding partner and CIO at G Squared Private Wealth, discusses the recent market sell-off and emphasizes Jevons Paradox, explaining that technological advancements and lower costs lead to increased adoption and demand.
Victoria Greene, G Squared Private Wealth CIO, joins CNBCâs âThe Exchangeâ to discuss market outlooks.
Learn More from CNBC The Exchange – Now comes the hard part for markets under Trump