In episode 02, recorded Friday, August 17, 2018, Rob and Aaron dive short into the peak of the S&P 500 and China’s Tencent before finishing with a long chat on possible reporting changes at the SEC.
S&P 500: the US economy is humming along, especially compared to other developed and developing nations, yet signs may portend a slowdown.
Tencent: Chinese mobile powerhouse and maker of WeChat finds itself coping with possible government restrictions on a flagship game at a bad time as it competes head-to-head with Alibaba.
SEC: President Trump’s tweet expressing an interest in moving from 3- to 6-month reporting windows has pros and cons; Rob and Aaron look to the past to see whether lessons can be applied to today’s debate.