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cover of episode U.S. & China Strike a Trade Deal?

U.S. & China Strike a Trade Deal?

2025/5/12
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Motley Fool Money

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Dylan Lewis: 我认为市场对中美贸易谈判的积极进展感到兴奋,尽管这只是一个暂时的贸易休战,而非全面的解决方案。目前的情况似乎回到了今年三月底的状态,之前的关税升级暂时停止。虽然市场在今年大部分时间里表现平平,但这次的贸易缓和为投资者带来了一些希望。 Jason Moser: 我认为市场对这一消息的反应是积极的,但这只是一个临时解决方案,并非最终协议。我们与中国的贸易关系非常重要,解决贸易逆差是关键。虽然具体细节不多,但至少表明双方正在进行对话,朝着正确的方向迈出了一步。如果贸易战持续升级,最终没有人会从中受益,因此,看到进展是令人鼓舞的。对于投资者来说,重要的是坚持长期投资策略,不要试图通过短期市场波动来调整投资组合。

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Shownotes Transcript

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners.

(00:21) Jason Moser and Dylan Lewis discuss:

  • The U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck.

  • Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising.

(16:07) GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks.

Companies discussed: FOX

Host: Dylan Lewis

Guests: Jason Moser, Ricky Mulvey, Mark McCaffrey

Producer: Ricky Mulvey

Engineers: Dan Boyd

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