In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnings from companies like Microsoft, Meta, Apple, United Health, and Starbucks, focusing on challenges and growth drivers across sectors. The episode closes with advice on portfolio management from an investment mailbag question and a preview of an upcoming conversation on the current state of venture capital.
00:00 Tariff Turmoil: The Week's Major Economic News
03:54 Federal Reserve Decisions and Economic Indicators
07:41 Mergers and Acquisitions: Industry Shifts
11:54 Earnings Reports: Key Players and Market Reactions
15:42 Tech Giants: AI and Market Performance
20:00 Investor Insights: Portfolio Management and Strategy
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