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Date
Summary
James Demmert Appears on CNBC World’s ‘Street Signs’ to Discuss Tariffs
Subjects
Source
CNBC World
Name: CNBC World
URL: http://www.cnbc.com/global-television-shows/
Show
Street Signs (CNBC)
Name: Street Signs (CNBC)
URL: https://www.cnbc.com/world/
Persons
James Demmert
Name: James Demmert
Employment: Main Street Research
Position: Founder & Managing Partner
Event
Event location
–
Link
–
Original recording
Uploaded
04/02/2025 10:44 pm
Owner
Ann (staff)
Type
Video
Format
MP4 (1280x960)
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Duration
0:11:47
Views
1
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Transcript
RUSH TRANSCRIPT Us now ░░░░░░░░ thanks for your time ░░░░░░░░ ve got to say ░░░░░░░░ ve got a despite ░░░░░░░░ that s going on ░░░░░░░░ ve got a contrarian ░░░░░░░░ outlook for us equities ░░░░░░░░ ve got a 7050 ░░░░░░░░ end S P target ░░░░░░░░ do we get there ░░░░░░░░ shery Yeah even with ░░░░░░░░ we re unshaken And ░░░░░░░░ think a lot of ░░░░░░░░ comes from the fact ░░░░░░░░ this decline that we ░░░░░░░░ seen which I think ░░░░░░░░ an overdue correction fueled ░░░░░░░░ the uncertainty of the ░░░░░░░░ um really has just ░░░░░░░░ think brings the market ░░░░░░░░ little bit more in ░░░░░░░░ This is continues to ░░░░░░░░ a bull market an ░░░░░░░░ tech led bull market ░░░░░░░░ for the moment I ░░░░░░░░ investors have lost track ░░░░░░░░ with all this news ░░░░░░░░ tariffs Now keep in ░░░░░░░░ and I think this ░░░░░░░░ important for investors who ░░░░░░░░ watching the tariff news ░░░░░░░░ not new This is ░░░░░░░░ news Uh and this ░░░░░░░░ why the markets in ░░░░░░░░ parts of them have ░░░░░░░░ pretty dramatically over the ░░░░░░░░ let s say six ░░░░░░░░ eight weeks And in ░░░░░░░░ cases particularly here in ░░░░░░░░ us I think and ░░░░░░░░ this still adds up ░░░░░░░░ a normal correction in ░░░░░░░░ We re down 10 ░░░░░░░░ the S P uh ░░░░░░░░ little bit
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