Bloomberg Businessweek cover image

Bloomberg Businessweek

Amazon, Apple Earnings and Musk's DOGE Days

May 1, 2025
Max Wasserman, Co-Founder and Senior Portfolio Manager of Miramar Capital, provides savvy insights into navigating current market challenges. He delves into the intricate impacts of Amazon and Apple’s latest earnings, discussing tariff implications and consumer behavior shifts. With a keen eye on Elon Musk's dual roles, Wasserman highlights investor sentiments amid Tesla's evolving focus. The conversation also touches on Eli Lilly's market dynamics and cautious investment strategies, painting a comprehensive picture of the economic landscape.
42:00
Creator website

Episode guests

Max Wasserman

Podcast summary created with Snipd AI

Quick takeaways

  • Elon Musk's leadership in the DOGE initiative demonstrates his significant influence in government, marked by ambitious goals for federal budget cuts.
  • Recent earnings discussions on Amazon and Apple reflect broader economic trends, highlighting the evolving landscape of major technology companies.

Deep dives

Elon Musk's Government Role

Elon Musk has recently opened up about his role in the government, specifically regarding his leadership in the Department of Government Efficiency Program (DOGE) under President Trump. He has claimed significant achievements, such as identifying $160 billion in government savings, highlighting his direct experiences in the Oval Office and meetings with the President. Musk mentioned personal anecdotes, like spending time in the Lincoln bedroom and enjoying ice cream straight from the White House fridge, emphasizing his close proximity to presidential decision-making. His continued involvement suggests that he aims to maintain influence in political circles while balancing his commitments across multiple companies.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Game Changer
Gpeeps78
App Store
I cannot recommend this app enough. It belongs in my top three AI apps. It’s that good!
The game changer for learning from podcasts!
Nelson
App Store
I used to use a different app that was able to save excerpts from podcast and really enjoyed it. I could listen to the podcast and quickly save things that I wanted to come back to later. Snipd take this to a whole new level with AI integration, creating summaries of podcasts and summarizing the main takeaways from what I’ve saved and snipped. I really love how it helps me prioritize what podcast to listen to with it summaries & deep dives.