Brian Stewart
๐ค SpeakerAppearances Over Time
Podcast Appearances
Along with the losses from the weight loss drug makers, we also saw some big losses from the big discount retailers. Tesla, nobody paying attention to the markets is ignoring that fact. Tesla has been down pretty consistently. Starbucks has been down pretty consistently. What would you, is there a theme there?
Along with the losses from the weight loss drug makers, we also saw some big losses from the big discount retailers. Tesla, nobody paying attention to the markets is ignoring that fact. Tesla has been down pretty consistently. Starbucks has been down pretty consistently. What would you, is there a theme there?
perhaps putting himself out there in the zeitgeist. And as you said, making a leadership mark, I would say maybe as much for optics as for anything else.
perhaps putting himself out there in the zeitgeist. And as you said, making a leadership mark, I would say maybe as much for optics as for anything else.
perhaps putting himself out there in the zeitgeist. And as you said, making a leadership mark, I would say maybe as much for optics as for anything else.
Looking ahead to next week, what are you focused on there?
Looking ahead to next week, what are you focused on there?
Looking ahead to next week, what are you focused on there?
Great to be here. Glad for the extra chance to talk to everybody.
Great to be here. Glad for the extra chance to talk to everybody.
Great to be here. Glad for the extra chance to talk to everybody.
So obviously we started this week with a big sell-off. There were rising inflation concerns. This was stoked over the weekend by some comments Trump made about moving into a transitionary period with the changes that he's making.
So obviously we started this week with a big sell-off. There were rising inflation concerns. This was stoked over the weekend by some comments Trump made about moving into a transitionary period with the changes that he's making.
So obviously we started this week with a big sell-off. There were rising inflation concerns. This was stoked over the weekend by some comments Trump made about moving into a transitionary period with the changes that he's making.
In his administration, there's rising worry that he's going to kind of shove the market off a cliff by doing severe job cuts in the public space and by putting tariffs into place. So the general idea that Trump is OK with a recession kind of sent people in. into a panic. The market has stabilized since then.
In his administration, there's rising worry that he's going to kind of shove the market off a cliff by doing severe job cuts in the public space and by putting tariffs into place. So the general idea that Trump is OK with a recession kind of sent people in. into a panic. The market has stabilized since then.
In his administration, there's rising worry that he's going to kind of shove the market off a cliff by doing severe job cuts in the public space and by putting tariffs into place. So the general idea that Trump is OK with a recession kind of sent people in. into a panic. The market has stabilized since then.
I mean, one of the good points about going down quickly is the faster you go down, the sooner you hit bottom. So there's the debate going on about whether we've hit the bottom or whether we've kind of just settled on a ledge somewhere, just sort of waiting for the next step lower.
I mean, one of the good points about going down quickly is the faster you go down, the sooner you hit bottom. So there's the debate going on about whether we've hit the bottom or whether we've kind of just settled on a ledge somewhere, just sort of waiting for the next step lower.
I mean, one of the good points about going down quickly is the faster you go down, the sooner you hit bottom. So there's the debate going on about whether we've hit the bottom or whether we've kind of just settled on a ledge somewhere, just sort of waiting for the next step lower.