Bloomberg Businessweek Amazon, Apple Earnings and Musk's DOGE Days
11 snips
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.
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Elon's White House Anecdotes
- Elon Musk shared his experience working closely with President Trump on government efficiency initiatives.
- He described unique moments like flying on Air Force One and staying in the Lincoln bedroom.
Scaling Back Government Cuts
- Musk's $2 trillion government savings goal has been significantly lowered to around $160 billion.
- This reflects the difficulty of sustaining deep cuts and requires strong political willpower.
Musk's Government Workday Limit
- Musk's official limit of 130 government workdays contrasts with his claimed schedule of one to two days weekly in D.C.
- Reporting his time accurately may be flexible, balancing multiple leadership roles.
