#261: Trade War Truce and the Future of Google
Feeling investment whiplash? So are we. The market has rebounded following Trump's revised tariffs, and we're here to unpack it. While this administration has shown it doesn't mind creating chaos, it clearly keeps a close eye on the stock market.
Speaking of déjà vu, Emmet analyzes the emergence of Haemanthus, a diagnostic startup from Billy Evans—partner of Elizabeth Holmes. While Holmes is the infamous, incarcerated founder of Theranos, Evans is determined to distance himself from the "Theranos 2.0" label.
Later, Mike examines Google's 9% stock drop following news of declining Safari searches. With the original search engine now trading at an attractive price-to-earnings ratio, should investors consider adding it to their portfolios?
Finally, Emmet explores CATL's forthcoming Hong Kong market debut. As a leading provider of lithium batteries for electric vehicles, CATL offers an intriguing entry point into the EV sector.
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00:00 Introduction to Market Reactions
03:55 Trade War Truce
15:30 The Rise and Fall of Theranos
19:48 Introducing Haemanthus: Theranos 2.0?
26:38 The Elizabeth Holmes Saga Continues
35:20 The Fall of Google Search?
45:27 CATL's IPO
Stock Club
Welcome to the Stock Club podcast, where we bring you weekly episodes on the most significant changes in the world of investing. Delve into the inner workings of investing, stock news and strategies, all geared towards helping you become a better investor. Join the MyWallSt team, as they sit down to share the latest investing stories. If you want to stay ahead in the game, this podcast is for you.
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