cover of episode An existential crisis for markets?

An existential crisis for markets?

2025/5/13
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Marketplace Morning Report
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Ben Kumar
N
Nancy Marshall-Genzer
S
Samir Hashmi
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Ben Kumar：我认为市场对特朗普的推特反应过度，导致估值波动，让人质疑市场定价的合理性。我感到很惊讶，人们竟然如此看重并重新评估一个人的推特。一个月前和今天相比，价值怎么会相差20%？难道上个月的估值是错误的，还是今天的估值是错误的？这让我感到困惑。当前的市场反弹与2016-2017年的“特朗普交易”类似，受益板块包括银行和小盘股。我认为大银行频繁发布衰退预测，对其作为市场预测者的声誉无益，不如保持谨慎观望。如果四月初的时候说，未来可能存在更多不确定性，我们会拭目以待，这可能对你更有帮助。

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Shownotes Transcript

The stock market mess many connect to President Donald Trump's intense tariff policy is, as of this morning, largely corrected. We'll unpack the recent market rollercoaster ride and discuss what to make of it all. Plus, a sweeping tax bill could extend many tax cuts from Trump's first term — but plenty of twists are expected ahead. And Trump is in Saudi Arabia for a four-day trip to the Gulf. What's on the agenda?