Liberation Day Canceled, Market Rebounds & National Debt Bomb Worsen
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Market Recap:
0:00 Intro
3:00 Liberation Day Canceled
11:20 Morning Brief Review: The VIX
17:05 Charts
34:50 Outlook
Outro Music: Why Does My Heart Feels So Bad? - MOBY
Comments
Maybe some moderate tariffs would be a better way to boil the frog!?π¨π»βππ¨π½βπΎπ¨πΌββοΈπ€’π΅βπ«π€π
Vezzy2001
2025-03-25 13:22:03 +0000 UTCLove the show but one recommendation. Your coverage is almost entirely US focused while most of the opportunities are overseas. I entered China and Europe last year (after you mentioned them) when looking for value and it has been great. A broader world lens occasionally would be appreciated.
Jason Zola
2025-03-25 12:51:08 +0000 UTCMav!!!
Stavros Deriziotis
2025-03-25 12:27:41 +0000 UTCthe ending is π€
Pavel Baranov
2025-03-25 12:21:56 +0000 UTCCrash 2029. I have the feeling that my theory will come true. Trump will not be able to cut spending and boost expenses at the same time while trying to pump the economy. This will all collapse after his term.
Mara
2025-03-25 12:07:24 +0000 UTCAs much as I love Trump I have to agree with you. This tariff back and forth is a fucking pussy move. Who knows whats going on behind the scenes.
Mara
2025-03-25 12:05:14 +0000 UTCWhat's the song from the outro today.?
Cozy Bear
2025-03-25 11:36:51 +0000 UTCSN reminds me of the topping in YETI in late 2021. Earnings have held up at YETI but the insane growth/multiples have not.
MiloTrader1
2025-03-25 11:26:30 +0000 UTCI'm getting sick and tired of your macro coverage being nothing more than Trump is a pussy, weak and disorganized. I can get that shit anywhere for free.
Longrun
2025-03-25 10:37:29 +0000 UTCThank you sir
Rico
2025-03-25 08:15:21 +0000 UTC
