The Compound and Friends Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO
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May 27, 2025 Dive into the waves of market volatility as experts analyze recent corrections and the surprising resilience of ETFs amidst tariff fears. Discover how younger investors are navigating these dynamics with aggressive purchases. The podcast also explores the evolving landscape of stablecoins like USDC, their role in cryptocurrency transactions, and competition with Tether. Lastly, they dissect the IPO landscape, touching on tech giant Apple's challenges and emerging opportunities in AI, sparking thought-provoking discussions about investment strategies for the modern age.
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Market Ignores Tariff Noise
- The stock market is largely ignoring tariff threats due to investor boredom and lack of conviction on the issue.
- The tug of war between negative news and positive fundamentals keeps the market oscillating without deep sell-offs.
Relentless ETF Buying Power
- Investors are relentlessly buying ETFs even through volatile markets, showing strong demand for passive investment.
- Vanguard's S&P 500 ETF (VOO) is absorbing more inflows than any other ETF, indicating broad retail participation.
The Taco Trade Explained
- The "taco trade" nickname reflects how President Trump often threatens tariffs but ultimately backs down.
- The market prices in tariff threats as noise, expecting delays or cancellations rather than full implementation.