John Petrides
Portfolio manager and financial advisor at Tocqueville Asset Management who provides market analysis and investment insights on stocks, interest rates, and macro trends.
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Feb 22, 2026 • 29min
What the Supreme Court's Decision to Ban Trump's Tariffs Means for Stocks
John Petrides, portfolio manager at Tocqueville Asset Management, offers market analysis on tariffs, AI, and sector rotations. He reacts to the Supreme Court tariff ruling and its timing. He explains why bond moves matter, why value and international stocks are outperforming, and how AI is reshaping software valuations and capex decisions.
