Episode Details
| Title | Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro |
|---|---|
| Date | 5/17/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $MIDEAST - Positive outlook on Middle East relations and investments, praising Trump's approach as a reset of previous foreign policy
- “I think what Trump did was clean the slate. He wiped the floor with all this neo con establishment nonsense.” - Chamath (25:32)
- 🟢 $LNG - 🔒
Bearish:
- 🔻 $TREASURIES - 🔒
- 🔻 $PHARMA - 🔒
- 🔻 $PBM - 🔒