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cover of episode Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks

Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks

2025/7/2
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Prof G Markets
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D
Dan Ives
E
Ed Elson
与 Scott Galloway 合作主持《No Mercy / No Malice》播客，分析市场和政治事件。
J
Johan Kerbrat
S
Shannon Grein
Topics
Ed Elson: 特斯拉股价因特朗普与马斯克的争端而下跌，但这并非新鲜事。市场对此反应过度，因为这更像是一场表演。投资者更担心特朗普可能会阻碍特斯拉的无人驾驶出租车计划，特斯拉在这一领域已经落后，监管障碍会使其更加不利。 Dan Ives: 特朗普不应成为马斯克的敌人，尤其是在自动驾驶监管方面。特斯拉面临的真正威胁不是失去政府补贴，而是特朗普可能在自动驾驶发展上设置障碍。特斯拉最不希望看到的是特朗普政府在联邦自动驾驶路线图上采取拖延战术。政治因素会影响特斯拉的发展，特斯拉的税收抵免和补贴仍然很重要。

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Ed breaks down how Tesla’s stock reacted to Elon Musk’s latest fight with Trump, what the latest manufacturing data signals about the economy, and why Robinhood is making a big bet on tokenized shares of private companies.

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