Ed Elson speaks with Robert Armstrong, U.S. financial commentator for the Financial Times and author of the Unhedged newsletter, about President Trump’s new tariffs on the EU and how markets responded. Then, Alex Kantrowitz, founder of the Big Technology newsletter and podcast, joins the show to break down why OpenAI is rolling out ads on ChatGPT, and what it signals about the evolving AI landscape. Finally, Ed wraps the show with his updated thoughts on ASML stock.
Timestamps
00:00 - Today's Number
00:21 - Market Vitals
00:49 - Greenland Tariffs (ft. Robert Armstrong)
09:44 - Ad Break
11:00 - ChatGPT Ads (ft. Alex Kantrowitz)
21:36 - Ad Break
24:00 - ASML Update
26:47 - Credits
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📝 Transcript
Transcribing... This may take a few minutes.
Top Comments
@gRUSSLe-h3l
Trump has lost his mind MAGA are folding themselves into pretzels to pretend everything is fine.
149 likes
@nickhoffman7966
FUBAR "Fucked Up Beyond All Recognition"
62 likes
@patrickfalter4487
It’s not Taco or FAFO, it’s whacko
56 likes
@rjScubaSki
Stop referring to him as anything other than a dementia patient
34 likes
@MonsieurPolymathe
Maybe it’s time to apply the 25th amendment on Trump. He is obviously raving mad.
70 likes
@Homecastlefoundation
Its a bazooka because it stops ASML from supplying lithography, it starves the US car industry of chips, every US base gets closed, synchronized dumping of US sovereign debt takes place and intelligence sharing is stopped by the 5 eyes.
Denmark owns 40% of the planet's cargo fleet.
63 likes
@MangosInTrees
Where is Congress? Do they do anything??
60 likes
@thomashald8000
Remember you cant pose tariffs on 1 eu country, eu is a tax union, så what aplies to one country aplies to all eu countries
24 likes
@georgemcelroy3058
Taco and FAFO is the blueprint of a bully.
11 likes
@JaimeSimmons-b6g
I don't even like it when my dentist's office wishes me happy birthday. I am ick prone.
4 likes
@user-se6jh3is3v
Stop acting like Trump is strategizing he is a lunatic destroying not just the US but making threats to NATO ally’s
11 likes
@davidfoster6820
TACO or LOCO
24 likes
@kiru5661
As a German, was a litte bit shocked when Ed said European markets have a terrible day.
Ed, the EuroStoxx 600, the Index with the 600 biggest European companies is down 1,3%.
And in Europe, it's already afternoon. That's not great, but not really bad.
51 likes
@alanhaenni
Wouldn't it be better to learn what the trade bazooka (or any term) is before making fun of it?
13 likes
@lightbulbgoesoff3576
That ratio of international leaders to sex workers at Davos is probably a pretty accurate global economic sentiment indicator