EPISODE · May 15, 2025 · 39 MIN
Markets, Govt, Coinbase, Robots, NFLX, Tesla, Apple, Google
from Breakaway - Investing & Finance · host Sean Hathaway
OpeningGolfPGA Championship at Quail Hollow. 156 players. Top 70 make cut. Qualification CriteriaCalifornia Budget$12 billion budget deficit. Newsom is proposing to close the deficit by rolling back state-funded insurance coverage for adults without legal immigration status, cutting coverage for weight loss drugs like OzempicCalifornia: 13.3%Hawaii: 11.0%New York: 10.9%New Jersey: 10.75%Oregon: 9.9%Investing$1000 to every kid. Home Alarm: $45/ monthMarketsTariffsTariff Game Theory: China has to blink because everyday that passes every company is studying and implementing supply chain changes. So much panic in last month or so. Now Flat year to dateIf investing on April 7. You are up 17% and 29% Downturns is when you make money!!! NetflixAll time high: $1182. Up 29% YTD. $500 billion market cap. Netflix said on Wednesday 94 million subscribers use its advertising-supported tier.BuffetBecoming old. 94 years old. Legend. I’m still pissed he didn’t buy Tesla. CoinbaseRansomTurning it around. Will pay $20m reward to help find attackers!!! Tesla Stilll planning to go live with Robo-taxi in Austin in June. Shares could explode. $345 today. $480 ATH. If you bought Tesla 10 years ago. You’re up 20x. 35-36% annualized returns.Robots dancing shown to Crown Prince and President Trump in Saudi. Talk in Saudi: Robots and wanting your own C3P0 or R2-D2 and productivity unlock. Universal “High Income”. How are we doing on Robotaxis. Robots on wheels. Bringing robotaxi to the Kingdom.Apple ATH $258. Now at $211. Was $172WHat is a buy-back?More of Eddy Cue testimony here. Alphabet/ GoogleSearch is dead. Cloud, Youtube, Google Biz suite alive and well.DOGEBig BallsThese kids are so hard core. No weekends. They know they’re racing against a media and political clock that won’t thank them for their service.Requiring receipts: "They were basically partying on taxpayer money." Recommendations:Friends and NeighborsTheo Von with David Spade. Listening to Ben Affleck.
What this episode covers
Opening Golf PGA Championship at Quail Hollow. 156 players. Top 70 make cut. Qualification Criteria California Budget $12 billion budget deficit. Newsom is proposing to close the deficit by rolling back state-funded insurance coverage for adults without legal immigration status, cutting coverage for weight loss drugs like OzempicCalifornia: 13.3%Hawaii: 11.0%New York: 10.9%New Jersey: 10.75%Oregon: 9.9%Investing $1000 to every kid. Home Alarm: $45/ month MarketsTariffs T...
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Markets, Govt, Coinbase, Robots, NFLX, Tesla, Apple, Google
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