

U.S. & China Strike a Trade Deal?
33 snips May 12, 2025
Join Jason Moser, a seasoned Motley Fool analyst, and Mark McCaffrey, the CFO of GoDaddy, as they unpack the recent U.S.-China trade truce and its implications for investors. They dive into Fox's streaming ambitions with Tubi and its rising advertising success. McCaffrey sheds light on GoDaddy’s capital allocation strategy, emphasizing share buybacks and financial growth post-IPO. With insights into real estate investments and the role of AI in transforming micro businesses, this conversation is packed with valuable market perspectives.
AI Snips
Chapters
Transcript
Episode notes
Temporary U.S.-China Trade Truce
- The U.S.-China trade deal offers a 90-day tariff reprieve but is only a temporary truce, not a permanent solution.
- This reset signals progress in diplomacy with hope for a more balanced trade relationship, especially with China.
Trade Escalation Reset Risks Both Economies
- The trade tensions have returned the U.S.-China relationship to late March's status quo, effectively resetting the tariff situation.
- Prolonged tariff escalation harms both Chinese and U.S. economies, especially supply chains gearing towards the holiday season.
Stay Invested Through Trade Volatility
- Investors should remain invested and avoid trying to time the volatile trade-influenced market.
- Regular investing and patience remain the proven strategy for long-term wealth creation.