Market Mondays MM #253: Market Meltdown: Trump Goes Nuclear on Tariffs, Best Stock Deals, Global Recession & China’s Revenge
Apr 8, 2025
This discussion dives into the tumultuous performance of major tech stocks, particularly Apple's recent struggles amidst rising tariffs. The S&P 500 has seen significant volatility, raising concerns about market stability. Bitcoin's steep decline signals uncertainty in the crypto market. Listeners receive strategic insights on navigating investments during turbulent times and the potential impacts of political policies on the economy. The conversation also touches on future prospects for AI and the shift of production away from China.
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Transcript
Episode notes
Apple Stock Evaluation
- Consider Apple's high profit margin and low drawdown when evaluating its stock.
- However, be aware of its lack of recent innovation and slow reaction to tariffs.
Bitcoin's Correlation with Stock Market
- Bitcoin's recent price drop shows its correlation with the stock market, not a hedge.
- It suggests that institutional investments in crypto will mirror market trends.
Trump's Tariffs and Economic Impact
- Rashad Bilal and Ian Dunlap discuss Trump's tariffs and their potential impact on the economy.
- They express concerns about the economic consequences and criticize Trump's approach.