TACO Trade: Is the Market Calling Trump’s Bluff? — ft. Ashwath Damodaran | Prof G Markets

Описание: This week on Prof G Markets, Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to break down what he’s learned about the markets since Liberation Day. He discusses why investors may soon shift their focus back to earnings, offers his take on BYD, and weighs in on when tariffs and rising deficits could start impacting the markets.

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Timestamps:
00:00 - Today's number
00:20 - Today's episode
04:55 - Headlines
05:47 - Trump's Deadline on EU Tariffs
17:45 - BYD Slashes Prices
24:19 - OnlyFans to be Sold to Investor Group
33:50 - Ad break
35:12 - TACO Trade: Is the Market Calling Trump’s Bluff? — ft. Ashwath Damodaran
35:25 - What have you learned in the past two months?
38:26 - Why do you think there has been a widening diversion in the narrative between investors and broadcasters?
40:31 - Would you say that experts and the media overreacted to the tariffs?
42:12 - Is Trump and the administration smaller than
we think in terms of their impact on the economy?
43:52 - Do you agree with our thesis, and are you seeing evidence of that shift?
46:10 - Where are we in this rotation out of the U.S.?
49:13 - When are we supposed to think what the government is doing is serious and we need to change our investment strategy?
50:45 - Break
50:54 - Do you cover BYD?
52:40 - What are your thoughts on Apple?
53:33 - What do you think of the thesis that Apple is a mature company being valued as a growth company?
55:20 - Do you think that 30 times earnings is reflective of high expectations?
56:19 - What are your thoughts on Alphabet?
57:21 - What are your thoughts on Amazon and Meta?
58:19 - Do you think it's possible that even in the second quarter, we won’t see the full effect of tariffs?
01:00:32 - If the tax bill goes through and adds $3.5–5 trillion to the deficit, do you see that as a risk for equity markets?
01:03:02 - What is it like to be a grandparent and has it taught you anything?
01:05:07 - Credits

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