The Compound and Friends cover image

Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore

The Compound and Friends

00:00

Market Reactions and Trade Dynamics

This chapter analyzes the recent earnings reports from PayPal and SoFi, contrasting their market responses despite similar customer bases. It also explores the complexities of trade negotiations under Trump's administration, including tariffs on the EU and Japan, and the mixed reactions from European leaders. The discussion highlights the financial implications of tariffs on the economy and the rising influence of artificial intelligence in the current market landscape.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app