The Tariff Ruling And The AI Revolution

Doug and Greg discuss the recent court ruling on tariffs and the implications for the market. Highlighted by Nvidia's impressive earnings, they’ll also talk about the ongoing AI revolution and how it will affect inflation, decentralization, and the job market. They finish by looking at the housing market, which now has the highest recorded rate of sellers vs. buyers.

Key Takeaways

[0:18] - Tariff turmoil: the court's decision and market reactions

[12:37] - Nvidia earnings & the AI revolution

[17:27] - Bracing for job disruption that will come from AI

[22:16] - Shifting real estate market dynamics

View Transcript

Links

Federal court blocks Trump from imposing sweeping tariffs under emergency powers law

Goldman, Morgan Stanley Say Trump Can Deploy Other Tariff Tools

Trump erupts when asked about 'TACO trade'

The Tech Industry Is Huge—and Europe’s Share of It Is Very Small

Cullen Roche’s Three Things – Exponential AI

The U.S. Housing Market Has Nearly 500,000 More Sellers Than Buyers—the Most on Record.

The repeat homebuyer age was 40 in 2000. It's 61 now.

Apartment List national rent data

Connect with our hosts

Doug Stokes