#261: Trade War Truce and the Future of Google

#261: Trade War Truce and the Future of Google

Author: MyWallSt May 15, 2025 Duration: 53:36

Feeling investment whiplash? So are we. The market has rebounded following Trump's revised tariffs, and we're here to unpack it. While this administration has shown it doesn't mind creating chaos, it clearly keeps a close eye on the stock market.

Speaking of déjà vu, Emmet analyzes the emergence of Haemanthus, a diagnostic startup from Billy Evans—partner of Elizabeth Holmes. While Holmes is the infamous, incarcerated founder of Theranos, Evans is determined to distance himself from the "Theranos 2.0" label.

Later, Mike examines Google's 9% stock drop following news of declining Safari searches. With the original search engine now trading at an attractive price-to-earnings ratio, should investors consider adding it to their portfolios?

Finally, Emmet explores CATL's forthcoming Hong Kong market debut. As a leading provider of lithium batteries for electric vehicles, CATL offers an intriguing entry point into the EV sector.



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00:00 Introduction to Market Reactions

03:55 Trade War Truce

15:30 The Rise and Fall of Theranos

19:48 Introducing Haemanthus: Theranos 2.0?

26:38 The Elizabeth Holmes Saga Continues

35:20 The Fall of Google Search?

45:27 CATL's IPO



Each week on Stock Club, the team from MyWallSt gathers to break down the movements and ideas shaping the market. This isn't about hype or frantic trading tips; it's a grounded conversation focused on understanding how investing actually works. You'll hear them analyze specific stock news and discuss the strategies behind building lasting wealth, all with the aim of making you a more thoughtful and confident investor. The discussion in this podcast naturally evolves from the week's most significant events, offering clarity on complex financial stories without relying on jargon. Tuning in feels like being part of a straightforward, informed discussion where the priority is long-term perspective over short-term noise. For anyone looking to deepen their grasp of the business and investing landscape, Stock Club provides a consistent, reliable space to learn. It’s the regular check-in that helps demystify the market's shifts, emphasizing education and insight as the true foundations for success. You can find Stock Club wherever you listen to podcasts.
Author: Language: English Episodes: 100

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