Join Andrea Lisi, CFA, on Lisi Quant Talks as we unpack the S&P 500’s historic nine-day rally, looming U.S.-China trade risks, and the Fed’s next moves. Will tariffs spark a recession? When will rate cuts arrive? Get actionable insights, key economic data to watch, and our balanced investment strategy to navigate this dynamic market. Tune in for 10 minutes of data-driven clarity!

Follow us on X
@Andrea_Texas_82 for more.

Follow Me on X: @Andrea_Texas_82

Follow Me on LinkedIn: www.linkedin.com/in/andrea-lisi-04141982

Yesterday, I had an absolute blast speaking at the Economic Club of Traverse City, diving into the thrilling world of tariffs and their impact on investors and companies! In my latest podcast, I’m spilling all the juicy insights for my followers who missed this electrifying event. Tune in to catch the excitement!

We will have a follow up session on May 1st. I would be delighted if you will be able to join the networking event!

https://tceconclub.com/content.aspx?page_id=4091&club_id=969629&item_id=2604839

If you have any question on the content, please reach out to be on either X or LinkedIn!

Follow Me on X: @Andrea_Texas_82

Follow Me on LinkedIn: www.linkedin.com/in/andrea-lisi-04141982

Episode 2: Liberation Day or Obliteration Day? Trump’s Tariff Tantrum Unleashes Market Mayhem

Buckle up for a bonus dive into the chaos! Host Andrea Lisi unpacks Trump’s ‘Liberation Day’ tariff bombshell—slapping 200+ countries with levies—and the market’s brutal next-day smackdown.

From sinking consumer confidence to factory slowdowns and a $122.7B trade deficit, we are breaking down the juiciest economic data rocking Q2 2025.

Plus: Andrea’s unfiltered take on where stocks, bonds, and gold are headed, and her tactical portfolio moves to surf the storm.

Chaos? Sure. Opportunity? You bet.

Tune in!

Follow Me on X: @Andrea_Texas_82

Follow Me on LinkedIn: www.linkedin.com/in/andrea-lisi-04141982

The Podcast explores silver's current market surge, hitting a 12-year high in 2025, and examines whether it’s driven by its status as a safe-haven asset or its role in the solar energy boom. Silver’s price has risen 18% year-to-date, though it remains well below its inflation-adjusted historical peak of $190-$200 (from $49.95 in 1980, driven by the Hunt brothers’ market manipulation). Key drivers include safe-haven demand amid geopolitical tensions, inflation fears, and U.S. fiscal concerns, alongside a solar-powered demand surge, with solar panels consuming 19% of global silver supply in 2025 due to the green energy transition. Silver’s supply—70-75% from byproduct mining (copper, lead/zinc, gold) and 25-30% from primary mines—has been in deficit since 2021. Despite its volatility and a gold/silver ratio suggesting undervaluation (current prices at $33-$34 vs. a potential $51), silver’s future hinges on economic conditions, U.S. policy under Trump, and global renewable trends. The text concludes that silver is both a hedge against instability and a "climate commodity," with its trajectory uncertain but promising.

Follow Me on X: @Andrea_Texas_82

Follow Me on LinkedIn: www.linkedin.com/in/andrea-lisi-04141982