# Tariffs could spark “a new rotation” in US equities

An episode of [The Markets](https://invisiblenetwork.ai/podcast/1683802600), 4 Apr 2025, 12 min.

Audio: https://mgln.ai/e/1720/traffic.megaphone.fm/GLD4274711587.mp3?updated=1743714082

What will higher-than-expected tariffs mean for markets – and where are the opportunities now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. This episode was recorded on April 3, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

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