Topics
00:00:00 - Podcast Introduction and Guest Welcome (Andrew Ross Sorkin)
00:01:29 - Promotion: All-In Summit 2024
00:02:05 - Market Rally Analysis: Is There a "Bessant Put"?
00:04:22 - Media Narrative: Giving Credit for the Market Rally
00:05:52 - Trump's Trade Strategy: Negotiation Tactics and Market Signals
00:08:32 - Economic Impact of Tariffs: Cash Flow Shifts and Leverage
00:11:33 - US-China Trade Imbalances and Strategic Dependencies (Rare Earths)
00:15:12 - Lack of Regulatory Parity in International Trade (Monsanto Example)
00:18:05 - Assessing the "Brand America" and Trust After Tariffs
00:23:16 - Evaluating Trump's Disruptive Trade Tactics and Shifting the Narrative
00:28:51 - Apple Shifting Manufacturing to India: Strategy and Feasibility
00:34:15 - Geopolitics: India's Position, US-Russia-China Dynamics, and Foreign Policy Critique
00:39:19 - Promoting Democracy: Interventionism vs. Leading by Example
00:41:48 - Ukraine War: Peace Negotiations, Crimea, and Zelensky's Stance
00:49:50 - Alphabet (Google) Earnings Analysis and AI Strategy (Gemini vs ChatGPT)
00:54:07 - Nvidia Revenue Reporting, Cloud KYC Risks, and Google's Gemini Integration Challenges
00:58:51 - Tesla Earnings, Elon Musk's Focus, and Government Efficiency (Doge) Initiative
01:05:37 - Tesla Full Self-Driving (FSD) Progress and Robo-Taxi Readiness
01:18:34 - Science Corner: China's Thorium Discovery and Nuclear Energy Advances (Fission & Fusion)
01:27:55 - Podcast Outro and Banter