ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

Bullish:

• $TSLA - Jason expresses high confidence in Tesla's potential based on a recent visit to the company and observation of Elon Musk's leadership, suggesting significant upside for the company.

  • “I saw Elon on Tuesday, and I got to spend a couple hours with him at Tesla. He let me audit a couple of meetings with him, actually. [...] What they're doing was amazing. And then second, to see Elon in action at scale in that way is like watching a Maestro paint a masterpiece. It's really impressive. [...] I would not be sleeping on this company is what I would say.”

    Jason·1:25:00
• $TARIFFS - David discusses positive economic indicators that could be seen as supporting the effectiveness of tariff policies, although he doesn't directly advocate for tariffs.

  • “And what we're seeing now is good economic news is breaking out all over. So q two GDP on track for 3.8% according to the Atlanta Fed. The May jobs report was above expected, plus 139,000. CPI, you know, inflation down to 2.4%. So growth is back. Inflation is low.”

    David·48:22