Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout? | Prof G Markets

In this episode of Prof G Markets, Scott and Ed discuss Trump's new wave of tariffs, questioning their potential impact and suggesting a short position on copper. They analyze the junk food industry's structural decline due to GLP-1 drugs and the "Make America Healthy Again" movement, proposing strategies for companies like Pepsi to adapt. Looking ahead to the second-quarter earnings season, they anticipate strong results from global companies like Netflix, while also debating the potential effects of geopolitical turmoil and tariff policies on corporate America and the consumer, with a focus on upcoming CPI data and bank earnings.

Outlines

Sign in to continue reading, translating and more.

Continue

Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?

Prof G Markets

Introduction and Personal Updates

Trump's New Wave of Tariffs

Market Reactions and Tariff Implications

Sponsor Messages and the Push for Health and Wellness

The Junk Food Industry Under Attack and Strategies for the Future

Advertisement and Second-Quarter Earnings Preview

Economic Predictions, Inflation, and Closing Remarks

Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?

Prof G Markets

00:00Introduction and Personal Updates

Introduction and Personal Updates

07:59Trump's New Wave of Tariffs

Trump's New Wave of Tariffs

15:11Market Reactions and Tariff Implications

Market Reactions and Tariff Implications

25:16Sponsor Messages and the Push for Health and Wellness

Sponsor Messages and the Push for Health and Wellness

35:37The Junk Food Industry Under Attack and Strategies for the Future

The Junk Food Industry Under Attack and Strategies for the Future

44:14Advertisement and Second-Quarter Earnings Preview

Advertisement and Second-Quarter Earnings Preview

53:10Economic Predictions, Inflation, and Closing Remarks

Economic Predictions, Inflation, and Closing Remarks