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cover of episode President Trump and Elon Musk's Billion-Dollar Breakup

President Trump and Elon Musk's Billion-Dollar Breakup

2025/6/13
logo of podcast Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin
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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。
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Nicole Lappin
一位致力于财务教育和媒体的专家，通过多种平台帮助人们提高财务素养。
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Nicole Lappin: 我认为特朗普和马斯克的决裂对市场产生了重大影响。我们讨论了这种决裂如何影响马斯克旗下的公司，以及更广泛的贸易格局。我很好奇这种个人恩怨如何影响更广泛的经济政策。 Dan Nathan: 我认为特朗普与马斯克的争端对市场有深远影响，尤其是在宏观层面。总统似乎在主导经济、贸易谈判和税收法案。当看到市场波动，以及马斯克的主要上市公司市值损失数千亿美元时，这令人着迷。更重要的是，我们正处于高风险的贸易谈判中，国内税收计划也面临阻力。如果我们的对手看到我们内斗，他们会坐收渔翁之利。虽然事态有所缓和，但我认为这并未结束。马斯克删除推文也难以挽回。

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Of all the celebrity couples to split this year… did we really think Trump and Elon were going to be one of them?

Today Nicole is unpacking some of the breaking headlines that have had the biggest impact on the stock market with Dan Nathan (principal at RiskReversal Advisors). They cover how the Trump-Musk fallout will affect Musk’s companies, the TACO trade and what Dan is bullish on right now. 

Find more of Dan's work here).