Episode 196 - Marks on the Markets: Tariff Shockwaves and Investor Values with special guest Deirdre Gibson | FaithFi
May 12, 2025
Episode 196 - Marks on the Markets: Tariff Shockwaves and Investor Values with special guest Deirdre Gibson
Faith Driven Investor
ETF specialist for Praxis Investment Management Deirdre Gibson joins hosts Richard Cunningham and John Coleman in this month's Marks on the Markets. The team tackles the market impact of Trump's sweeping tariffs and reveal the surprising gap between what investors want and what advisors deliver. Gibson unpacks how Jesus' engagement with sinners offers Christians a blueprint for transforming companies through investment rather than simply avoiding problematic industries. The conversation delivers concrete market analysis alongside practical insights on how investors can weather economic uncertainty while staying true to their values.
In this May 2025 episode of Faith Driven Investor, hosts Richard Cunningham and John Coleman welcome Deirdre Gibson, ETF Specialist and National Sales Director at Praxis Investment Management, for a wide-ranging discussion on faith-driven investing and current market conditions.
Episode Highlights:Understanding ETFs vs. Mutual Funds (2:31-4:42)
Gibson explains the structural differences between ETFs and mutual funds
Key advantages of ETFs: tax benefits, liquidity, transparency, and lower minimum investments
How ETF structure makes diversified investing more accessible to everyday people
Gibson shares insights from her Kingdom Advisors conference presentation
Examines how Jesus engaged with sinners rather than avoiding them
Applies this model to faith-driven investing: avoid, seek, engage framework
Makes the case for strategic engagement with companies rather than only screening them out
The "Sullivan Principles" and Christian Influence (12:03-15:19)
Coleman discusses how the Episcopal Church's 1971 engagement with GM over apartheid led to industry-wide change
How Christians can use capital ownership to influence corporate behavior
The missed opportunity when Christians only avoid rather than engage
Research on Faith-Aligned Investing (20:50-24:24)
Praxis research reveals significant gap between investor desires and advisor actions
70-85% of investors want values-aligned options while only 9% of advisors initiate these conversations
Evidence that clients are making investments outside advisor relationships when values-alignment isn't offered
Tariffs and Market Analysis (29:01-41:42)
Comprehensive breakdown of the Trump administration's tariff strategy and goals
Analysis of four key administration objectives: reducing trade deficits, leveling playing fields, securing critical supply chains, and changing allies' position toward China
Coleman's five-point framework for achieving a "soft landing" through modest and reciprocal tariffs
Market Outlook and Behavioral Finance (42:11-47:05)
Disconnect between resilient economic data and fearful consumer/investor sentiment
The phenomenon of "home bias" in investment portfolios
The importance of maintaining business confidence to avoid recession despite uncertainty
Closing Thoughts on Human Dignity in Economics (48:33-53:19)
Discussion of valuing human contributions beyond productive capacity
Faith perspective on economic disruption from AI and technology advancement
Biblical frameworks for approaching economic uncertainty with confidence