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Is Google a Buy? + Is Uber Recession Proof?
2025/5/12
Prof G Markets
E
Ed
参与金融播客，分析和讨论金融市场趋势和变化。
S
Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
Ed: 我认为特朗普政府与英国达成的贸易协议，实际上并没有确定任何实质内容。特朗普想要的只是一个新闻稿，一个象征性和视觉上的胜利。我们经历了所有这些痛苦和困惑，但我不清楚美国能从中获得什么。扩大牛肉的准入，但这甚至还没有最终确定。潜在的降低对大型科技公司的2%的税收，如果通过，这对大型科技公司来说是一个胜利，但我不清楚这会如何使美国人民受益。
Scott: 我认为特朗普政府的关税政策，最终结果几乎为零。特朗普政府的谈判人员都是白痴。我们正处于历史上规模最大、花费最多的骗局之中。民主党需要起草立法，提出一项法案，明确指出参与这场骗局的人将面临法律制裁。内幕交易的定义是不对称的信息。内幕交易法旨在防止少数内部人士以牺牲其他所有人为代价来赚钱，从而损害市场信任和资本获取。与总统关系密切的人拥有不公平的交易优势，这损害了人们投资美国市场的意愿。
Deep Dive
The podcast discusses President Trump's announced trade framework with the UK, highlighting the lack of clarity and potential for minimal actual benefits for either country. It's suggested the deal serves primarily as a symbolic win for Trump, focusing on appearances rather than substance.
- Trump announced a trade framework with the UK, lowering tariffs on British cars but maintaining a 10% tariff on other imports.
- Many details remain unresolved, including steel and aluminum tariffs and a tax on social media companies.
- The analysis suggests the deal offers little tangible benefit for the US and is primarily a symbolic victory for Trump.
Shownotes Transcript