Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing? - Ep. 811

Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing? - Ep. 811 – Unchained

Market views

Bullish

ENERGY— Quinn's fund is long energy due to inflationary outlook, viewing it as one of the most interesting long positions alongside some emerging markets.
GOOGL— Ram views Google as very cheap and believes the worst challenges for the company are behind them.
SMALLCAP— Ram suggests small cap value and international value could be good investment ideas in the current market environment.
EUBANKS— Ram considers European banks as a potential value opportunity, citing earnings growth and low PE ratios.
BTC— Steven advocates for a long-term perspective on Bitcoin, suggesting it will outlast political changes.

Bearish

SPX— Quinn has been consistently bearish on the economy since January, expecting a recession due to various factors including tariffs, budget cuts, immigration changes, and Fed policy.
COST— Ram views Costco as overvalued, describing it as being in a bubble with an unusually high PE ratio.
AAPL— Ram suggests Apple could be vulnerable in a potential trade war scenario, particularly with Europe.

Not investment advice.