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Trump’s Tariff Pause Ignites 'Everything Rally' — But One Retail Stock May Be the Real Winner"

This Week On Wall Street

Release Date: 07/15/2025

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Is Wall Street quietly printing money using Bitcoin? In this episode, Matt Weinschenk unpacks the rise of Bitcoin Treasury Companies—public firms like MicroStrategy using corporate debt and financial engineering to amplify their exposure to crypto. Joined by Stansberry’s crypto expert Eric Wade, the episode dives into how this high-risk, high-reward trend is playing out—and whether the strategy is sustainable in a volatile market.   Inside the Episode: How MicroStrategy turned corporate cash into a multi-billion-dollar Bitcoin play The concept of the Bitcoin premium—and...

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This Week On Wall Street

The markets are soaring after Trump’s 90-day tariff pause, with every major sector gaining more than 4%. But is this rally built to last—or just a panic-fueled bounce? And more importantly, which stocks could benefit most if tariffs truly stay lower?   In this episode, Matt Weinschenk breaks down: What the China tariff freeze and a new U.K. trade deal actually mean for markets Why investors staged a broad-based buying spree across all sectors The strange divide between strong retail sales and weak consumer sentiment surveys Why S&P 500 earnings forecasts are still...

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This Week On Wall Street

The Federal Reserve kept interest rates unchanged yet flagged rising stagflation risk, pitting its dual mandate against tariff-driven inflation and recession fears. In this episode of This Week on Wall Street, Matt Weinschenk explains: How the Fed’s “higher unemployment + higher inflation” warning changes the outlook Why futures markets may be overpricing three 2025 rate cuts The tug-of-war between hard data (low unemployment, 2.3 % inflation) and gloomy sentiment surveys How tariffs distort trade-deficit numbers—and what that means for growth A simple bond-market signal (the...

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Learn how fear, greed, and today’s market uncertainty shape every headline—and why behavioral finance often beats the spreadsheets. In this episode of This Week on Wall Street, Stansberry Research Director of Research Matt Weinschenk dives into the Fear vs. Greed struggle dominating markets and explains how a single sentiment shift could spark a stock market rally. In this episode Matt covers:  Fear vs. Greed in action – price swings that no cash‑flow model can justify. Uncertainty surge – earnings‑call “uncertainty” mentions up 20%; why guidance is disappearing. ...

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More Episodes

The markets are soaring after Trump’s 90-day tariff pause, with every major sector gaining more than 4%. But is this rally built to last—or just a panic-fueled bounce? And more importantly, which stocks could benefit most if tariffs truly stay lower?

 

In this episode, Matt Weinschenk breaks down:

  • What the China tariff freeze and a new U.K. trade deal actually mean for markets

  • Why investors staged a broad-based buying spree across all sectors

  • The strange divide between strong retail sales and weak consumer sentiment surveys

  • Why S&P 500 earnings forecasts are still shrinking despite the rally

  • One overlooked discount retailer that may rebound sharply—and how to track its performance using the free Stansberry Score

Stay tuned to the end of the episode to get the stock ticker and learn how to follow it.

 

 

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