This podcast episode of Prof G Markets, hosted by Ed Elson, analyzes recent market activities and economic trends. The episode features two interviews: the first with Alice Han, a China economist, to discuss the escalating U.S.-China trade tensions, including tariffs, export controls, and their potential impacts on technology deals like TikTok; the second with Telis Demos, who provides insights on bank earnings, investment banking trends, and the divergence between Wall Street's success and Main Street's struggles, highlighting the administration's economic policies and their effects on different sectors. The episode concludes with a summary of key financial data and market performance, underlining the current economic landscape.
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