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Ed

👤 Person
6290 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

I mean, there's expanded access on beef, which is not even ironed out. It's not clear what the win is there. There was talk about the UK is going to buy $10 billion worth of Boeing planes. which you'd think, oh, maybe that's a good thing, but then you realize, actually, this is nothing new. The UK has been one of Boeing's largest European customers for years now, so nothing's changed there.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

I mean, there's expanded access on beef, which is not even ironed out. It's not clear what the win is there. There was talk about the UK is going to buy $10 billion worth of Boeing planes. which you'd think, oh, maybe that's a good thing, but then you realize, actually, this is nothing new. The UK has been one of Boeing's largest European customers for years now, so nothing's changed there.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

Then there's the potential reduction of that 2% tax on the big tech companies. You know, it's a win for big tech if that goes through. Apparently, it's not going through, but then you think, okay, well, how is that going to benefit the American people? It won't. And I'm starting to think that the only win, the thing that Trump really wants...

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

Then there's the potential reduction of that 2% tax on the big tech companies. You know, it's a win for big tech if that goes through. Apparently, it's not going through, but then you think, okay, well, how is that going to benefit the American people? It won't. And I'm starting to think that the only win, the thing that Trump really wants...

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

Then there's the potential reduction of that 2% tax on the big tech companies. You know, it's a win for big tech if that goes through. Apparently, it's not going through, but then you think, okay, well, how is that going to benefit the American people? It won't. And I'm starting to think that the only win, the thing that Trump really wants...

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

like the outcome of the art of the deal, it's ultimately just a press release. Like he starts all this chaos. He does all this stuff. And I mean, we're seeing it with this UK trade agreement here. They haven't even reached a deal. What he mostly wants though is to go out to the public and say, hey, look, we have this big, beautiful deal. What's the deal? Oh, don't worry about it.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

like the outcome of the art of the deal, it's ultimately just a press release. Like he starts all this chaos. He does all this stuff. And I mean, we're seeing it with this UK trade agreement here. They haven't even reached a deal. What he mostly wants though is to go out to the public and say, hey, look, we have this big, beautiful deal. What's the deal? Oh, don't worry about it.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

like the outcome of the art of the deal, it's ultimately just a press release. Like he starts all this chaos. He does all this stuff. And I mean, we're seeing it with this UK trade agreement here. They haven't even reached a deal. What he mostly wants though is to go out to the public and say, hey, look, we have this big, beautiful deal. What's the deal? Oh, don't worry about it.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

But all you need to know is it's big and beautiful. And he did the same thing with the stock market where he tanked the stock market after Liberation Day. And then a few days later when he pulled the tariffs back, And the stock market ripped. He said, look, out of the deal. Look, it's a fantastic day. One of the best days in the history of the stock market.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

But all you need to know is it's big and beautiful. And he did the same thing with the stock market where he tanked the stock market after Liberation Day. And then a few days later when he pulled the tariffs back, And the stock market ripped. He said, look, out of the deal. Look, it's a fantastic day. One of the best days in the history of the stock market.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

But all you need to know is it's big and beautiful. And he did the same thing with the stock market where he tanked the stock market after Liberation Day. And then a few days later when he pulled the tariffs back, And the stock market ripped. He said, look, out of the deal. Look, it's a fantastic day. One of the best days in the history of the stock market.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

So I'm starting to think that all he really wants is a symbolic and visual win in the form of a press release.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

So I'm starting to think that all he really wants is a symbolic and visual win in the form of a press release.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

So I'm starting to think that all he really wants is a symbolic and visual win in the form of a press release.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

Yeah, let's talk about this Fed decision. Jerome Powell is keeping interest rates steady. Just the backdrop and the context here, Trump has been calling for Powell to cut rates. He obviously threatened to fire him and then he walked that back. But then on Sunday, before the interest rate decision, which came out on Wednesday, on Sunday, Trump said, quote, we have a stubborn Fed.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

Yeah, let's talk about this Fed decision. Jerome Powell is keeping interest rates steady. Just the backdrop and the context here, Trump has been calling for Powell to cut rates. He obviously threatened to fire him and then he walked that back. But then on Sunday, before the interest rate decision, which came out on Wednesday, on Sunday, Trump said, quote, we have a stubborn Fed.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

Yeah, let's talk about this Fed decision. Jerome Powell is keeping interest rates steady. Just the backdrop and the context here, Trump has been calling for Powell to cut rates. He obviously threatened to fire him and then he walked that back. But then on Sunday, before the interest rate decision, which came out on Wednesday, on Sunday, Trump said, quote, we have a stubborn Fed.

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

He should lower them. He being Powell and them being interest rates. What do you know? He didn't lower them. Jerome Powell also highlighted his concerns about what these tariffs will do to economic growth, and more specifically, what it will do to inflation, which is obviously the thing he's trying to get under control. I think probably the most interesting to me, though,

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

He should lower them. He being Powell and them being interest rates. What do you know? He didn't lower them. Jerome Powell also highlighted his concerns about what these tariffs will do to economic growth, and more specifically, what it will do to inflation, which is obviously the thing he's trying to get under control. I think probably the most interesting to me, though,

Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?

He should lower them. He being Powell and them being interest rates. What do you know? He didn't lower them. Jerome Powell also highlighted his concerns about what these tariffs will do to economic growth, and more specifically, what it will do to inflation, which is obviously the thing he's trying to get under control. I think probably the most interesting to me, though,