Wealthy investors, including those with a combined $50 billion in assets, are positioning themselves to capitalize on market instability and changing tariff policies under President Donald Trump.
Charlie Garcia, managing partner of R360, an exclusive peer membership organization for the ultra-rich, believes that many members have anticipated these moves. “He’s basically doing what he told everyone he was going to do,” says Garcia. Members made plans in advance, tweaking their portfolios based on Trump’s actions during his first term.
Garcia notes that while some investors are concerned about a potential recession, the current market volatility presents opportunities for those who own defense stocks like Rolls-Royce or up-and-coming companies like Palantir. The ongoing war in Ukraine has also led to instability in global markets.
Bitcoin is another area of interest among R360 members, with some even influencing Trump’s views on cryptocurrency. The exclusive organization holds meetings at one of the President’s golf courses, allowing its wealthy members to build relationships with him and his inner circle.
Despite their substantial assets and cash reserves – averaging 10% of their portfolios in cash – Garcia says that R360 members are prepared to weather market instability and potential recession due to their enviable financial positions.
Source: https://fortune.com/2025/03/12/tariffs-could-destroy-the-u-s-economy-but-wealthy-could-still-end-up-richer