Nvidia Stock Falls in US Brawl with China & Harvard's $2.2B Fund Freeze
Episode 563: Neal and Toby talk about how Nvidia became the latest victim in the US-China trade war, which could hurt its chip sales. Then, Harvard has stood up against the Trump administration and ho...
17 Apr 202531min
Boeing Caught in US-China Crossfire & Zuckerberg Takes The Stand
Episode 562: Neal and Toby talk about the latest chapter in the US-China trade war, with China holding out on two things: rare earth minerals and Boeing deliveries. Then, Mark Zuckerberg takes the sta...
16 Apr 202528min
Nvidia To Make AI Supercomputers in Texas & Goldman Sachs Cashes In for Q1
Episode 561: Neal and Toby dive into Nvidia’s announcement to build its first-ever American-made AI supercomputers in Texas and the history of manufacturing in the US. Then, Goldman Sachs equities tra...
15 Apr 202529min
Smartphones Exempt From Tariffs… For Now & Meta vs. FTC in Antitrust Trial
Episode 560: Neal and Toby review the exemption for smartphones, computers, and other electronics from Trump’s reciprocal tariffs since a massive portion of our electronic manufacturing comes from ove...
14 Apr 202527min
Can Cooling Inflation Withstand Tariffs? & Prada Buys Versace for $1.4B
Episode 559: Neal and Toby look into a promising inflation report but see if the trade wars could spoil everything. Then, while Trump pulls back most reciprocal tariffs from most of the world, he rema...
11 Apr 202527min
Trump Announces 90-Day Tariff Pause & Drones Deliver Your Packages?
Episode 558: Neal and Toby recap the markets’ reactions to Trump’s pause on sweeping tariffs for most countries…except for China. Then, Treasury yields are usually a safe haven when the economy is in ...
10 Apr 202529min
Trump Bumps China Tariffs to 104% & People Are Panic-Buying iPhones
Episode 557: Neal and Toby do another round of trade war updates with President Trump committing to impose another 50% tariff on Chinese goods, bringing the total to 104%. Then, in the midst of the tr...
9 Apr 202529min
CEOs Sound Off Against Tariffs & The NCAA Case Upending NIL
Episode 556: Neal and Toby dive into how a single post on X about a tariff pause set the markets ablaze while the White House denies the credibility of the post. Then, Jamie Dimon, Bill Ackman, and ot...
8 Apr 202527min
