(0:00) The Besties intro Andrew Ross Sorkin
(2:04) Market bump: Trump rally or a Bessent put?
(18:04) Are tariffs damaging the American "brand"? Apple's investment in India
(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea
(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem
(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE
(1:18:35) Science Corner: China's Thorium Breakthrough
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/nic__carter/status/1909066161464959070
https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html
https://x.com/TheTranscript_/status/1915116330534998440
https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372
https://truthsocial.com/@realDonaldTrump
https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html
https://x.com/EconomyApp/status/1915501252420784499
https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech
https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025
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