Navigating Trump's Tariffs

Talking Research - Walter Scott • May 22, 2025

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Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas: Stock-by-stock scrutiny: Evaluating the supply chains of companies such as Intuitive Surgical to understand their tariff exposure.Project-based analysis: Identifying both defensive and offensive opportunities arising from the tariffs.New idea generation: Exploring opportunities in sectors such as prec...

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