The Compound and Friends Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
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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.
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Tariff Surprise
- Trump announced tariffs on Canada and Mexico, tying them to fentanyl and migration.
- Markets initially sold off but recovered as Trump announced negotiations.
Market Reaction to Tariffs
- Trump's tariff threats cause market volatility, but the VIX often stayed low during his first term.
- This might be because markets have become desensitized to his tactics.
Disruptive Innovation
- Disruptive innovation involves low-cost entrants targeting underserved consumers with new technology.
- Incumbents often retreat upmarket, initially benefiting but eventually losing ground.