Max Wasserman, Founder and Senior Portfolio Manager of Miramar Capital, spoke with Karen Langley following market reaction to President Trump’s 25% tariffs on goods from Mexico and Canada taking effect. Max highlighted the that “rich valuations of the tech-oriented Nasdaq left it vulnerable to a selloff,” and because of that, Miramar Capital has been trimming positions in tech stocks and bought shares of healthcare, energy, and staples companies.