The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
Prof G Markets
00:00
Tariffs, Tech, and Transformation
This chapter explores the recent economic decisions impacting the entertainment industry and OpenAI's shift in corporate structure. It critiques President Trump's proposed tariffs on foreign films, arguing they may worsen financial conditions for Hollywood and consumers, while promoting a more collaborative global trade approach. Additionally, the discussion reflects on Warren Buffett's retirement, highlighting his thoughtful investment philosophy and the public's deep connection to his leadership style.
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