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Follow The Money Radio

PODCAST: Tariffs, Trends & ETF Winners

April 2, 2025

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In this episode of the Follow the Money podcast, Jerry Robinson breaks down the top five best and worst performing ETFs so far in 2025, offering key insights into emerging market trends. He also unpacks the latest developments surrounding the Trump administration’s evolving tariff policy and what it could mean for investors. A full market update follows, with analysis on the S&P 500, Nasdaq 100, gold, silver, Bitcoin, and the U.S. dollar.

Show Notes

Segment 1: Top-Performing ETF of 2025 So Far

SEGMENT BEGINS AT 02:30

We’ll kick things off with a look at our ETF Leaderboard, highlighting the top five best-performing and worst-performing ETFs so far this year. This is solid educational market intel you can use as an investor or trader.

  • #1 ETF: iShares MSCI Poland ETF (EPOL) +37% YTD
  • #2 ETF: VanEck Gold Miners ETF (GDX) +34% YTD
  • #3 ETF: VanEck Junior Gold Miners ETF (GDXJ) +32% YTD
  • #4 ETF: iShares MSCI Spain ETF (EWP) +24% YTD
  • #5 ETF: Global X MSCI Greece ETF (GREK) +23% YTD
  • Could there be opportunities in the five worst performing ETFs?

Segment 2: Tariff Tensions and Market Insights

SEGMENT BEGINS AT 22:20

The Trump administration has labeled today “Liberation Day”, and host Jerry Robinson unpacks the latest tariff and retaliatory measures, including how markets are reacting, as well as a broad market overview. Topics include:

  • The Trump Tariff rollercoaster
  • Geopolitical tensions and market volatility
  • S&P 500 and NASDAQ 100 – both are facing short-term weakness but potential rebound
  • Gold is the star of 2025 so far
  • Silver is riding gold’s coattails, but with more volatility
  • Bitcoin is stabilizing after losing most of its post-election gains
  • Platinum members: Get Jerry’s weekly dollar-cost average moves real-time

Segment 3: The Final Word w/ Jerry Robinson

SEGMENT BEGINS AT 34:20

Jerry closes out today’s show with a summary of key takeaways and a bit of ancient wisdom from former slave-turned-philosopher, Epictetus.

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