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Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran

2025/5/29

Prof G Markets

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Aswath Damodaran

纽约大学斯特恩商学院金融教育凯什纳家族椅位教授，专注于估值、企业金融和投资管理。

参与金融播客，分析和讨论金融市场趋势和变化。

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。

Topics

Scott: 我认为特朗普政府正在利用关税和其他策略来转移公众视线，掩盖他们正在进行的财富从穷人到富人的转移。此外，我认为特朗普及其同伙可能利用内幕消息进行交易，从市场波动中获利。这种行为不仅不道德，而且严重损害了市场公平性，破坏了公众对政府的信任。我认为最终关税情况可能与之前相似，这一切都是为了转移视线。 Ed: 我同意特朗普的关税政策可能不会对普通美国人产生重大影响，即使有影响，也可能只是以通货膨胀的形式出现。我不确定特朗普的首要任务是致富，他更像是一个同时想要很多东西的幼儿。我不确定特朗普的首要任务是致富，他更像是一个同时想要很多东西的幼儿。

Deep Dive

Chapters

This chapter analyzes Trump's tariff threats against the EU, suggesting they are a distraction from the GOP tax bill that transfers wealth from the poor to the rich. The discussion explores the potential for market manipulation and insider trading related to these tariff announcements.

Trump threatened 50% tariffs on EU goods, causing market turmoil.
The tariffs are viewed as a distraction from the GOP tax bill.
Concerns raised about potential market manipulation and insider trading.

Shownotes Transcript

Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to break down what he’s learned about the markets since Liberation Day. He discusses why investors may soon shift their focus back to earnings, offers his take on BYD, and weighs in on when tariffs and rising deficits could start impacting the markets.

Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran 01:13:48 Share

Prof G Markets

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Shownotes Transcript

Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran