We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
A
Asit Sharma
金融分析师，专注于市场趋势和公司表现分析。
T
Tim Beyers
高级分析师和领先顾问，专注于软件和技术行业的投资分析。
Asit Sharma: 美国关税政策变化莫测，投资者应接受这种市场现状。当前市场信息不完整，导致投资者难以做出决策，市场波动加剧。美国经济和股市在过去三年中表现出色，但由于关税政策的不确定性，这种局面可能难以持续。未来市场波动可能持续，但难以预测。当前市场处于过渡时期，这种过渡将持续一段时间，投资者应认识到这一点。投资银行在市场波动时期可能受益，但经济衰退的风险也需考虑。高盛公司专注于核心业务，使其股价在市场波动中表现良好。
Mary Long: 引导讨论，提出问题，并对Asit Sharma的观点进行回应和补充。
Deep Dive
The podcast discusses the confusing back-and-forth regarding tariffs on smartphones and electronics. Experts analyze the market's reaction, highlighting the volatility and uncertainty caused by incomplete information. The discussion touches upon the broader economic implications and potential future volatility.
- Tariff changes cause market volatility.
- Incomplete information makes it hard for investors to make decisions.
- The market's reaction to tariff news is unpredictable.
- Experts predict continued volatility.
Shownotes Transcript