Andrew, Ben, and Tom discuss the rise of DeepSeek and Trump imposing 25% tariffs on Columbia. 


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Andrew, Ben, and Pedro discuss The World Economic Forum, the Bank of Japan hiking rates, and various earnings. 



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Andrew, Ben, and Tom discuss Saudi Arabia's pledge of $600b to the US, NATO Secretary General Mark Rutte asking Europe to “urgently step up its defense spending,” and various earnings. 



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Andrew, Ben, and Tom discuss Stargate, TikTok, and Jamie Dimon's thoughts on tariffs. 



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Ben and Tom discuss the Trump inauguration and the Bank of America Fund Manager Survey. 



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Ben recaps the confirmation of Scott Bessent for Treasury Secretary, JB Hunt earnings, and the week ahead. 



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Andrew, Ben, and Tom discuss why we are in the early cycle rather than the late cycle, Hamas ceasefire, and Retail Sales numbers. 



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Andrew and Tom discuss Meta laying off 5% of employees, Eli Lilly's GLP-1 drug sales falling short, and CPI increases. 



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Andrew, Ben, and Tom discuss the rise in Small Business Optimism, United Rentals buying H&E Equipment, and this mornings PPI data. 



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Andrew and Tom discuss the potential for rate hikes, Biden's final week as President, and Jamie Dimon on CBS Sunday Morning. 



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