2min chapter

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Week 5 Studs & Duds + Red Alert Offenses - Fantasy Football Podcast for 10/7

Fantasy Footballers - Fantasy Football Podcast

CHAPTER

Contrasting Performances: Studs and Duds in Week Five

This chapter reviews the standout performers and disappointing players from week five of fantasy football. It also encourages listeners to explore additional resources and engage with the community for further insights.

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Speaker 2
To
Speaker 3
the point at hand, this election season that we're in, we're less than a week away from this presidential election. In our second session of the day, I believe it was Michael Guyad who said that tech is the sector that may be a winner for both candidates. In other words, if either candidate wins, it could be a win because of, I would imagine, how well tech is doing and because of all the runway ahead in terms of the growth. Joe, what would you say to that? How are you thinking about things given a Harris win, given a Trump win? How are you thinking about tech going forward, let's say, in the next few years?
Speaker 1
Yeah, so I mean, I'll start with semiconductors. It's clear that both candidates have a very different approach to how to get American semiconductors back on track. The Harris administration or would-be Harris administration is looking at funding it from internal, like CHIPs Act, things like that. Whereas a Trump administration is looking to put tariffs on foreign chip companies so that it forces them to build those plants in the United States, and they would do it organically without government handouts or government tax breaks or things like that. So it really depends on what you think works in that situation. Do tariffs work or does government spending from Congress work? And I think there's flaws to both of them because we saw with the Chips Act, it took two years before we started even getting a payout to any of these companies. And then Intel starts going off the rails and it starts delaying those things. So we give them money and it's not going anywhere. Whereas, you know, you look at tariffs and, you know, you can say good or bad about tariffs, but it would make people and it would make businesses have to make decisions also. So it really depends. I don't know which one would be better. Both. The problem is both take time. We're talking you passed the CHIPS Act in 2022, just now getting funding here in mid 2024. It takes another two to three years before you have a plant that's even close to being operational. So it's difficult to say. It probably, whatever either administration does here in early 2025 will take to the end of their first term, or at least if a Harris administration, their first term to see the results. So it's really difficult to say. I think what will happen ultimately in the stock market is that it'll move on whatever decision is made. But by the time it actually plays out and bears out in reality, And, you know, when chips are actually coming off the line, that the returns are already been made, basically.
Speaker 3
Victor, any thoughts there? What would you say to either presidency?
Speaker 2
I think the most important thing for the tech sector is a more accessible monetary policy. And I think tax cuts are going to do excellent things for the stock market and for the tech sector. And I think that tariffs will be looked back on as a positive because tariffs should be great for American industry. More Americans will be buying American, more will be made in America. This could impact our country and our industries very, very positively because we've seen the shift overseas. We've seen the factories in China. We've seen the factories in America basically emptied in many cases. So we need to bring this back into America because this is an important base. And it's very important for our tech industry. America has the greatest technology, the greatest companies in the world. And America should not be exporting extremely high level AI technology and other technologies to countries like China and to other countries, frankly, that are not friendly to American interests. I think the case for tariffs is very strong, and I think the market will do great with tax cuts and with more accessible monetary policy. I think these are what the tech sector needs and what the tech sector will rally on.

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