Brian Akers and Mark Diorio discuss market volatility and its impact on investments. They highlight a recent 10% market drop due to policy uncertainty and tariff shocks, noting that such corrections are normal and typically recover. Diorio explains the concept of a "tariff tantrum" and its effects on inflation and economic growth. He emphasizes the importance of a strategic, risk-managed approach, using tools like buffer ETFs and hedged equity to mitigate downside risks. They also discuss the potential for opportunities in sectors like infrastructure and AI, and the importance of planning and diversification in retirement portfolios.
