Gene Sirocco, Executive Director of the Port of Los Angeles, discusses the current lack of a surge in container ship arrivals, despite rising concerns over tariffs with China. Sheila Kayalu, an aerospace analyst at Jeffries, shares insights on the booming chip stocks led by Nvidia and AMD and the hopeful signals from Goldman Sachs regarding recession odds. The conversation also touches on Coinbase's future under positive crypto regulations and Boeing's massive jet order, highlighting the evolving landscape of trade and technology.
