Brian Krawez

Brian Krawez, President of Scharf Investments, and Peeyush Mittal, Senior Equity Research Analyst at Matthews Asia, dive into the recent U.S.-China trade truce, highlighting its immediate positive effects on equity markets. They discuss the complexities of tariff reductions and the cautious stance of the Federal Reserve. The conversation shifts to the ceasefire between India and Pakistan, boosting Indian stock performance and potential economic growth. Mittal offers insights into India's role in global supply chains and market prospects.

Brian Krawez, President of Scharf Investments, shares insights on market reactions to the recent GDP revision and warns of potential AI valuation bubbles. He discusses the implications of the potential TikTok sale for Oracle and U.S. investor security. Deborah Elms, Head of Trade Policy at the Heinrich Foundation, analyzes President Trump's new tariffs, particularly on pharmaceuticals, warning of their complexity and consumer backlash. She emphasizes the need for trade partners to adapt amidst evolving supply chains and rising economic risks.

Brian Krawez, President at Scharf Investments, chats about the recent rally in U.S. stocks, spurred by a trade deal with Vietnam. He discusses how this agreement could exert new pressures on Beijing and reshape global trade dynamics. The conversation delves into concerns about high market valuations and upcoming jobs data, while addressing the impact of AI on employment opportunities. Krawez also analyzes how this U.S.-Vietnam trade pact might influence relationships with China and affect the broader geopolitical landscape.

In this podcast, Vlad Savov, Brian Krawez, and Wei Yao discuss the US considering tougher trade rules on China's chip industry. They explore the impact on companies like Huawei, negotiations, market reactions, investment opportunities in Gentex and Samsung, President Xi Jinping's economic vision for China, technology upgrade focus in China, and measures to boost domestic demand.

The podcast features discussions on Berkshire Hathaway's annual meeting, market updates, Google's antitrust trial, and Tyson Foods' earnings. Topics include Warren Buffett's remarks on succession planning, tech sector concentration, Google's legal challenges, bipartisan views on big tech, Tyson's shift towards branded products, and potential cash movement into equities and fixed income.