The Rundown

Elon Musk Commits to Leading Tesla for Five Years, D-Wave Launches a New Quantum Computer

14 snips
May 20, 2025
The latest discussion dives into Elon Musk’s commitment to lead Tesla for five more years, boosting investor confidence. It further explores the impact of D-Wave's new quantum computer on the market and GM's decision to halt car exports to China. The episode also reveals how Home Depot's strategy amidst tariff challenges is influencing market movements. Lastly, listen to insights on stagflation risks and the current state of the stock market as major indices edge closer to all-time highs.
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INSIGHT

Dimon's Stagflation Warning

  • Jamie Dimon warns that markets are too complacent despite rallies.
  • He fears ballooning deficits, tariffs, and geopolitics could trigger stagflation.
INSIGHT

Home Depot's Tariff Strategy

  • Home Depot diversifies suppliers to reduce China reliance amid tariffs.
  • Over half their products are from the U.S., easing tariff exposure.
ANECDOTE

Peak Dad Life at Home Depot

  • Going to Home Depot on a Saturday as a dad feels iconic.
  • Chatting about DIY repairs in the PVC aisle epitomizes "peak dad life."
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