The Trump Trade & The Vibecession — ft. Kyla Scanlon | Prof G Markets

This week on Prof G Markets, Kyla Scanlon, author of “In this Economy? How Money and the Markets Really Work,” joins the show to discuss how political uncertainty is moving the markets and how to act accordingly as an investor. She also shares two investment areas the tech sector needs to focus on, breaks down the comeback story of a top-performing stock, identifies some solutions to America’s trapped housing supply, and shares some tips for staying courageous in the face of criticism.

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Timestamps:
00:00 - Today's number
00:38 - Today's episode
02:51 - Headlines
17:32 - The Trump Trade & The Vibecession — ft. Kyla Scanlon
18:09 - What are your thoughts on the market's response to the atttempted assassination of Trump and re recent Presidential debate?
19:05 - What would be the potential effects of Trump's tariffs?
20:36 - How concerned are policymakers about Trump's economic agenda?
21:29 - What are your thoughts on Google's acquisition of the cybersecurity firm Wiz?
23:10 - Should investors be focusing on energy stocks?
24:31 - Can you walk us through the Abercrombie & Fitch comeback?
27:14 - Are there any other companies in the market similar to Abercrombie & Fitch?
28:10 - What are your thoughts on the idea that the AI sector's revenue expectations are untenable for current valuations?
29:32 - Do current market signals point towards a potential correction?
30:53 - What is the current market sentiment?
33:24 - How should investors think about holding on during the current economic and political environment?
34:27 - What do you believe are the barriers to wealth creation for young people?
36:09 - What strategies can help avoid overly reductive assessments of whether housing is a good or bad investment?
39:03 - How do zoning regulations encourage housing development?
41:24 - What advice would you give to young people listening to this podcast?
43:38 - What are your thoughts on the challenges and implications of wealth transfer between generations?
46:24 - Algebra of Wealth

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