Chit Chat Stocks

EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On


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We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning.


On this episode, we discuss:


(03:36) Portfolio Impacts of Tariffs

(06:32) Direct and Secondary Effects on Companies

(09:23) Market Reactions and Predictions

(12:29) Analyzing Company Resilience

(15:29) Investment Strategies Amidst Uncertainty

(18:23) Sector-Specific Impacts

(21:29) Recent Portfolio Changes

(24:21) Final Thoughts on Market Trends

(34:38) Shifting Focus: The Importance of Timely Analysis

(35:21) Airbnb: Growth Potential and Market Positioning

(40:25) Philip Morris: Evaluating Investment Decisions

(43:08) Google: A Steady Performer in a Volatile Market

(51:52) The Impact of Tariffs on Global Trade

(57:33) Tesla: Demand Challenges and Future Outlook


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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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