The U.S.-China trade talks in Stockholm have caught the attention of investors around the world. Any shift in the relationship between the world’s two largest economies has the potential to send shockwaves through global markets.
But it’s not just trade that’s in focus. Non-trade issues — like the fate of online video platform TikTok — are also grabbing headlines. And “Shark Tank” star Kevin O’Leary has a stark warning for investors watching the drama unfold.
“I was going to make one observation regarding negotiating with Xi, which is unique to every other country,” O’Leary said during a recent appearance on Fox Business. “Xi — and I know Trump would not do this to him — would never submit himself to the rotisserie chicken White House press conference. Never. That’s never going to happen.”
He pointed out that negotiations with China are more delicate because of how Xi operates — and that the TikTok situation is just one example of how fraught things have become.
O’Leary revealed he’s among a group of investors syndicating a bid to acquire the U.S. assets of TikTok, calling the deal “complicated” with many moving parts. But one thing isn’t moving: the deadline.
“Midnight, September 17,” O’Leary said. That’s the date TikTok’s Chinese parent company, ByteDance, must divest its U.S. operations. If it doesn’t, the platform faces a full ban.
O’Leary said he initially believed Trump might delay the decision again — but he now sees the situation differently. “Many of the lawmakers who wrote this anti-spyware law… are done. They’re done,” he said.
“So what I think is going to happen now is [TikTok] will probably go dark on September 17,” he predicted.
Will the dominoes start to fall?
O’Leary noted that TikTok’s U.S. business represents about 8.4% of ByteDance’s market cap — not enough on its own to cause panic.
The real risk, he argued, lies in what happens next.
“All of a sudden, what those of us that are very involved in the TikTok deal are hearing, Canada says, ‘Wait a second.’ If it goes dark in the US — lights out in Canada, then you're over in Europe. Other countries say, ‘Well, wait a minute. It must be spyware if the U.S. shut it off,’ just like India did. And slowly but surely, that market cap is being chiseled at — one country at a time.”
He called it a “domino effect of market cap.”
And even beyond the international fallout, O’Leary warned that once TikTok goes dark in the U.S., users and advertisers will flee — dragging down the platform’s valuation.
Right now, O’Leary and his syndicate have lined up $20 billion in debt and equity for the deal. But if the platform gets shut down?
“We could do more, but the minute it's dark, I don't know. Is it $20 billion anymore?”
The implications are serious for ByteDance shareholders. But according to O’Leary, it won’t move the needle for China’s top leader.
“Do you think Xi gives a boop about $20 billion? He doesn’t give a boop about $20 billion… It’s such a rounding error.” O’Leary said. “All shareholders are waking up to this, all investors. But it's not Trump that's holding the TikTok deal up — it's Xi. And the more I watch this, the more I realize he doesn't give a rodent’s rear end.”
The lesson, O’Leary says, isn’t limited to TikTok — it’s a wake-up call for anyone considering investing in Chinese companies.
“You’ve got to think about that going forward, when you're putting together an international fund, how much of these Chinese golden share companies do I [want to own]? I'm not going to own any,” he said.
O’Leary’s warning underscores a broader concern: rising geopolitical risks and unpredictable trade tensions can rattle even the biggest names in global business. For investors, that uncertainty is a powerful reminder of the need to hedge their portfolios — and protect their wealth from shocks that can ripple across borders.
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A safe haven shines again
In turbulent times, investors often seek out assets that can weather the storm. One that continues to stand out, according to legendary hedge fund manager Ray Dalio, is gold.
“People don't have, typically, an adequate amount of gold in their portfolio,” Dalio told CNBC earlier this year. “When bad times come, gold is a very effective diversifier.”
Long seen as the ultimate safe haven, gold isn’t tied to any single country, currency or economy. It can’t be printed out of thin air like fiat money and in times of economic turmoil or geopolitical uncertainty, investors tend to pile in — driving up its value.
Over the past 12 months, gold prices have surged more than 35%.
One way to invest in gold that also provides significant tax advantages is to open a gold IRA with the help of Priority Gold.
Gold IRAs allow investors to hold physical gold or gold-related assets within a retirement account, thereby combining the tax advantages of an IRA with the protective benefits of investing in gold, making it an option for those looking to help shield their retirement funds against economic uncertainties.
When you make a qualifying purchase with Priority Gold, you can receive up to $10,000 in precious metals for free.
A time-tested income play
If gold is the go-to hedge for moments of chaos, real estate is the long game. While property values can fluctuate — just like stocks — real estate doesn’t rely on a booming market to generate returns.
Even in a recession, high quality, essential properties keep generating passive income through rent. In other words, you don’t have to wait for prices to rise to see a payoff — the asset itself can work for you.
Legendary investor Warren Buffett has often pointed to real estate as a prime example of a productive, income-generating asset.
In 2022, Buffett stated that if you offered him “1% of all the apartment houses in the country” for $25 billion, he would “write you a check.”
Of course, you don’t need billions — or even to buy an entire property — to benefit from real estate investing. Mogul is a real estate investment platform offering fractional ownership in blue-chip rental properties, which gives investors monthly rental income, real-time appreciation and tax benefits — without the need for a hefty down payment or 3 A.M. tenant calls.
Founded by former Goldman Sachs real estate investors, the team hand-picks the top 1% of single-family rental homes nationwide, guided by proprietary underwriting and market analytics typically used by large institutions.
Each property undergoes a vetting process, requiring a minimum 12% return even in downside scenarios. Across the board, the platform features an average annual IRR of 18.8%. Their cash-on-cash yields, meanwhile, average between 10 to 12% annually. Every investment is secured by real assets, not dependent on the platform’s viability. Each property is held in a standalone Propco LLC, so investors own the property — not the platform. Blockchain-based fractionalization adds a layer of safety, ensuring a permanent, verifiable record of each stake.
Getting started is a quick and easy process. With a minimum investment of $250, you can sign up for an account and then browse available properties. Once you verify your information with their team, you can invest in the properties of your choice in as little as 30 seconds.
Another option is First National Realty Partners (FNRP), which allows accredited investors to diversify their portfolio through grocery-anchored commercial properties without taking on the responsibilities of being a landlord.
With a minimum investment of $50,000, investors can own a share of properties leased by national brands like Whole Foods, Kroger and Walmart, which provide essential goods to their communities. Thanks to Triple Net (NNN) leases, accredited investors are able to invest in these properties without worrying about tenant costs cutting into their potential returns.
Simply answer a few questions — including how much you would like to invest — to start browsing their full list of available properties.
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Jing is an investment reporter for MoneyWise. He is an avid advocate of investing for passive income. Despite the ups and downs he’s been through with the markets, Jing believes that you can generate a steadily increasing income stream by investing in high quality companies.
