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The Compound and Friends
Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
Feb 5, 2025
Join Nick Colas and Jessica Rabe, co-founders of DataTrek Research, as they dive into the complexities of tariffs and their minimal economic impact, likening them to political theatrics. They also explore disruptive innovation, emphasizing the shift from tech to healthcare investing and the promising opportunities it presents. Insights into Palantir's unique market position, along with a discussion on the recent earnings reports from Amazon and Uber, highlight key trends for savvy investors.
01:31:50
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Quick takeaways
- The announcement of Trump's tariffs initially caused market volatility, but historical context shows investors quickly adapt without severe repercussions.
- Earnings reports from companies like Alphabet and Palantir indicate strong growth in the tech sector, despite external economic uncertainties.
Deep dives
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode