Prof G Markets Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang
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Jul 17, 2025 
Jeff Wang, CEO of Windsurf, shares insights on his company's recent acquisition by Cognition following a deal with Google, shedding light on the competitive tech landscape. The discussion touches on overcoming employee uncertainty during transitions and the strategic importance of teamwork in navigating challenges. Additionally, the show delves into the volatile relationship between President Trump and Jerome Powell, examining its impact on the markets, and explores the fallout surrounding ASML's stock amid tariff fears and mixed earnings.
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Trump-Powell Drama Distracts Markets
- The Trump-Powell firing rumor caused market volatility but was mostly a distraction.
- It illustrates how political drama can overshadow real economic issues.
Distraction Tactics Hide Epstein Scandal
- Trump's antics create constant headlines to distract from the Epstein files scandal.
- Media often falls for these distractions, which serve to crowd out the more serious issues.
ASML Tariff Fears Create Market Dislocation
- ASML's stock fell despite strong earnings due to tariff fears from geopolitical threats.
- Market shows contradiction: it mostly ignores tariff threats but reacts to ASML CEO’s concerns.