Equity Mates Investing Podcast Housing pump election, the trade war goes to TikTok & the next ResMed?
17 snips
Apr 16, 2025 The hosts dive into the shifting landscape of the housing market post-election and its investment implications. They explore how China is leveraging TikTok in the ongoing trade war and discuss the antitrust challenges facing major tech firms. The volatility in the stock market highlights emerging investment opportunities, especially in healthcare technology and gold mining. They also analyze the impact of tariffs on luxury brands and assess current stock positions, making strategic recommendations for investors.
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China’s Rare Earth Export Leverage
- China controls 70% of rare earth production and 90% of processing globally.
- Export controls on these minerals are a powerful trade war lever Chinese tech and supply chains rely on.
China Leverages TikTok in Trade War
- China is using TikTok to promote its factories and anti-Trump messaging as part of trade war tactics.
- Chinese factories openly market luxury brand secrets and promote direct sales to counter tariffs.
Market Bloodbath Is Normal Cycle
- Market volatility seems extreme but 20% corrections happen roughly every four years.
- Media sensationalism encourages poor investing decisions, missing broader market recovery views.