We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Pod Save Wall Street with Tommy Vietor

Pod Save Wall Street with Tommy Vietor

2025/1/23
logo of podcast On The Tape

On The Tape

AI Deep Dive AI Chapters Transcript
People
D
Dan Nathan
知名金融分析师和评论员,常在 CNBC 上提供市场分析和评论。
T
Tommy Vietor
Topics
Dan Nathan: 我关注市场和经济,并试图通过这个视角来解读政治和政策。我认为,将政治与政策联系起来对公众来说至关重要,因为许多人难以自行完成这一过程。 在经济方面,我注意到特朗普政府继承了一个良好的经济局面,但仍面临通货膨胀和特定经济问题的挑战。经济数据已经政治化,不同政府对经济数据的解读和宣传也存在差异。拜登政府在宣传其经济成就方面做得并不好。 此外,我还关注拜登政府对大型科技公司的监管措施,以及科技行业巨头对此的反应。我认为,大型科技公司应该受到审查,但政府对加密货币的监管态度摇摆不定,存在系统性风险。加密货币公司向政治捐款巨大,这令人担忧。特朗普及其家人利用加密货币进行欺诈敛财,这是一种危险的利益输送方式。 在全球地缘政治方面,我认为,美国政策的不确定性给全球企业带来了挑战,尤其是在贸易、税收和关税方面。特朗普的贸易策略具有不确定性,可能会对全球经济稳定造成负面影响。全球经济形势对美国外交政策具有重要影响,削弱中国经济可能加剧地区紧张局势。 此外,我还关注埃隆·马斯克在全球事务中的干预,以及他与特朗普的关系以及对其他政治人物的影响。大型科技公司需要合理的监管,以避免对公众造成损害,同时也要促进创新。 最后,我认为,自由民主制度正面临来自内部和外部的严峻挑战,这需要国际合作来应对。俄乌战争的持续以及潜在的地区冲突升级可能会对欧洲经济和全球稳定造成严重后果。 Tommy Vietor: 我认为,我们播客的成功源于在2017年初的恰当时机,人们厌倦了有线新闻对政治的报道方式,而我们以正常人的方式讨论政治并深入探讨,这让他们感觉自己并不孤单。现在人们对政治的反应与2017年不同,但我们播客所建立的社群感仍然持久。 在经济方面,我认为,拜登最大的问题是他年龄太大,不应该寻求连任。拜登政府对大型科技公司的监管措施激怒了科技行业巨头。大型科技公司应该受到审查,但政府对加密货币的监管态度摇摆不定,存在系统性风险。 在全球地缘政治方面,我认为,埃隆·马斯克在全球事务中的干预令人担忧,因为他利用其公司影响力干预其他国家的政治。特朗普政府与其他国家领导人的关系复杂,这可能会对全球经济和地缘政治稳定带来风险。在俄乌战争中,达成一项公平的和平协议至关重要,但必须避免让步过大,从而危及乌克兰的未来。 此外,我认为,美国需要恢复竞选资金改革,限制企业和富人对选举的巨额捐款。特朗普与大型科技公司之间的关系复杂且令人不安,这可能预示着潜在的利益冲突和权力滥用。 最后,我认为,许多发达国家的政治局势动荡不安,这给全球稳定带来了不确定性。移民、能源成本和疫情等因素导致了全球范围内对现有政治体制的不满情绪,这为极右翼势力提供了机会。

Deep Dive

Shownotes Transcript

Dan Nathan hosts a special edition of the 'On the Tape' podcast, featuring Tommy Vietor, co-founder of 'Pod Save America' and 'Pod Save the World.' They delve into Vietor's experience in the Obama White House and discuss the interplay between politics and policy, emphasizing the importance of connecting the two for the general public. The conversation covers a range of topics including the influence of tech industry giants, the political landscape, and the impact of economic policies on markets and society. They also address the global political climate, the challenges posed by influential tech figures like Elon Musk, and the ongoing geopolitical tensions. The discussion concludes with reflections on how political and economic strategies shape the future.

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe)

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

Check out our show notes here)

See what adding futures can do for you at cmegroup.com/onthetape).

Shoot us an email at [email protected]) with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod) on Twitter or @riskreversalmedia) on Threads

We’re on social:

Follow @GuyAdami) on Twitter

Follow Danny Moses @DMoses34) on Twitter

Follow Liz Thomas @LizThomasStrat) on Twitter

Follow us on Instagram @RiskReversalMedia)

Subscribe to our YouTube) page

The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.