Earnings, Tariffs, and Powell (7/23/2025)
Timeline
0:00 – Market update and index movements
1:26 – Nikkei rally and interest in Toyota
1:37 – Rumors of a Europe trade deal
2:25 – Tariffs discussion and Morning Post reference
2:46 – AI updates and Anya content
5:42 – Top trade adjustment on Ferve
6:00 – Japan trade deal analysis
6:42 – Tariff math and consumer tax burden
10:06 – Japan’s $55B investment and sovereign wealth fund explanation
13:05 – Japan auto and rice trade details
15:55 – Japan to buy liquefied natural gas
17:04 – Steel tariffs and Cleveland Cliffs mention
20:00 – Trade deficits vs. Trump’s projections
22:40 – Toyota, Honda, and Stellantis stock discussion
23:32 – Bodie’s summary on trade beneficiaries
24:17 – Most actionable Japanese and US stocks
25:27 – Jeep sales in Japan and population commentary
27:21 – US demographic issues and visa entry fee
30:32 – Japan’s Boeing aircraft purchase already priced in
33:05 – Math behind inflated trade claims
35:00 – Tesla valuation and robo-taxi thesis
43:40 – Tesla earnings multiples and investor delusion
46:58 – Robo-taxi revenue fantasy compared to Uber
48:25 – Autonomous vehicle liabilities and logistics
50:33 – Tesla overvaluation likened to fantasy investments
52:29 – Elon Musk as idea man vs. execution
53:45 – Tesla robots and product overhype
55:02 – Nvidia chip diversion to Grok and conflicts
56:16 – Closing thoughts on Tesla
57:03 – User questions and bot trade ideas
1:00:50 – NLY trade strategy explained
1:10:09 – Wealth-building via dividend stocks
1:13:11 – Portfolio performance and compounding
1:16:31 – Toyota, Honda, Stellantis valuation trades
1:20:03 – Stellantis two-year 100% return setup
1:24:39 – Trade as premium-selling opportunity
1:25:46 – 401k hedging with outside brokerage account
1:29:03 – Tariffs and Powell vs. Trump
1:30:56 – Trump’s crypto holdings and weak dollar motive
1:34:00 – Bitcoin scarcity and future demand
1:39:03 – Trump policy as Bitcoin pump mechanism
1:42:12 – Top trade adjustment: Pfizer salvage strategy
1:48:00 – Trade management and risk discipline
1:54:00 – UNH vs.
