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cover of episode Should you follow David Tepper into China?

Should you follow David Tepper into China?

2025/2/12
logo of podcast Wall Street Unplugged - What's Really Moving These Markets

Wall Street Unplugged - What's Really Moving These Markets

Shownotes Transcript

  • Congrats to my beloved Eagles on their Super Bowl win! [1:02]
  • A major announcement on our most exclusive membership [6:05]
  • The latest CPI data proves inflation is back [17:31]
  • Why Coca-Cola is garbage (I don't mean the soda) [20:49]
  • Rate cuts are off the table for 2025 [25:35]
  • This growth stock is upending the trillion-dollar loan business [28:49]
  • (Micro)Strategy's rebrand [39:39]
  • Will David Tepper's China trade come back to bite him? [47:00]
  • Happy birthday to my daughter! [56:09]

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