Start / Prof G Markets / Do the u s and china have a deal may inflation data tesla delays its robotaxi again

Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again

27 min • 12 juni 2025

Ed breaks down the new U.S.-China trade deal framework, explains what the May CPI report signals about the economy, and unpacks why Tesla is once again pushing back its robotaxi launch.

Subscribe to the Prof G Markets newsletter

Order "The Algebra of Wealth" out now

Subscribe to No Mercy / No Malice

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Senaste avsnitt

Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race

9 juli | 28 min

Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition

8 juli | 35 min

How the Big Beautiful Bill’s Passage Will Reshape the Economy

7 juli | 79 min

Paramount’s $16M Trump Settlement, Tesla’s Worst-Ever Delivery Drop & Figma’s IPO

3 juli | 36 min

Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks

2 juli | 30 min

The Meta-OpenAI Talent War, Canada Drops its Tech Tax & a GOP Blow to Clean Energy

1 juli | 30 min

Markets 2025 Halftime Report

30 juni | 60 min

The Dangerously Irresponsible Tax Bill — ft. Maya MacGuineas

27 juni | 58 min

Wall Street Panics Over NYC Mayor, Layoffs at Bumble & BNPL Debt Hits Your Credit Score

26 juni | 33 min

Markets Shrug Off Israel-Iran Conflict, Polymarket’s $200M Round & a Stablecoin Warning

25 juni | 32 min

Oil Falls on Israel-Iran De-Escalation, Tesla Rolls Out the Robotaxi, & Trump Media’s Buyback Grift

24 juni | 30 min

What the Falling Dollar Means for America

23 juni | 60 min

Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers

20 juni | 63 min

Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers

19 juni | 28 min

OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay

18 juni | 28 min

Israel-Iran Conflict Drives Oil Prices, Meta Monetizes WhatsApp, & Tron’s IPO Grift

17 juni | 25 min

What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump

16 juni | 59 min

Warning Signs From the Labor Market — ft. Kathryn Anne Edwards

13 juni | 62 min

Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again

12 juni | 27 min

World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks

11 juni | 27 min

Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded

10 juni | 31 min

Trump & Elon Break Up Over the Tax Bill

9 juni | 71 min

Why the TACO Trade Matters — ft. Robert Armstrong

5 juni | 73 min

Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round

2 juni | 63 min

Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?

5 maj | 71 min

What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney

1 maj | 65 min

The Trump Fold & Tesla’s Brand Death

28 april | 65 min

Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen

24 april | 68 min

Global Pushback on Tariffs + Can the FTC Beat Meta?

21 april | 66 min

Breaking Down Warning Signals from the Bond Market — ft. William Cohan

17 april | 60 min

What to Do in the Wake of Trump’s Tariff Pause

14 april | 63 min

Tariff Chaos & Trading on Inequality — ft. Gary Stevenson

10 april | 75 min

The $6.6 Trillion Sell-off

7 april | 69 min

A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins

3 april | 59 min

GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment

31 mars | 64 min

Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski

27 mars | 64 min

Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry

24 mars | 63 min

Searching For Value Outside the U.S. — ft. Lyn Alden

20 mars | 61 min

The S&P 500 Enters Correction Territory

17 mars | 59 min

Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)

13 mars | 66 min

Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

10 mars | 58 min

The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter

6 mars | 64 min

Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card

3 mars | 54 min

Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt

27 februari | 63 min

Is Breaking Up Intel The Right Move? + The New Gold Rush

24 februari | 63 min

Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon

20 februari | 47 min

Is Reddit Undervalued? + Netflix Goes After Podcasts

17 februari | 62 min

The State of Trade with China — ft. Alice Han

13 februari | 63 min

Spotify’s First Year of Profitability + Is Google Losing its Edge?

10 februari | 57 min

The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran

6 februari | 64 min

Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback

3 februari | 55 min

Winners and Losers After DeepSeek — ft. Robert Armstrong

30 januari | 60 min

Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club

27 januari | 52 min

$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield

23 januari | 55 min

The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom

20 januari | 48 min

LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin

16 januari | 58 min

The DOJ’s Landlord Lawsuit + Can Trump Buy Greenland?

13 januari | 53 min

Money for Couples — ft. Ramit Sethi

9 januari | 58 min

Predictions for 2025

6 januari | 48 min

Ask Us Anything — Forgiveness, The Manosphere, Parasocial Relationships & More

23 december 2024 | 61 min

How to Make the Most of Your Money in the New Year — ft. Morgan Housel

19 december 2024 | 46 min

Google’s Quantum Breakthrough & The World Cup Goes to Saudi Arabia

16 december 2024 | 63 min

The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee

12 december 2024 | 64 min

The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI

9 december 2024 | 46 min

Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor

5 december 2024 | 80 min

The Art of Spending Money

2 december 2024 | 68 min

Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord

25 november 2024 | 59 min

Inside America's Only Bank for Nuclear Energy — ft. Jigar Shah

21 november 2024 | 61 min

ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)

18 november 2024 | 55 min

The Bitcoin Presidency & The Dawn of a New Robber Baron Era — ft. Josh Brown

14 november 2024 | 59 min

Winners and Losers Under Trump’s Second Term

11 november 2024 | 55 min

Trump Wins — ft. Anthony Scaramucci

7 november 2024 | 69 min

Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube

4 november 2024 | 56 min

Third Quarter 2024 Review — ft. Aswath Damodaran

31 oktober 2024 | 60 min

Perplexity’s Fourth Funding Round + Lessons From Boeing in Long-Term Thinking

28 oktober 2024 | 51 min

Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead

24 oktober 2024 | 57 min

Can A Podcast Change Southwest Airlines? + The College Consulting Business

21 oktober 2024 | 59 min

Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han

17 oktober 2024 | 58 min

Hindenburg Shorts Roblox + Germany’s Shrinking Economy

14 oktober 2024 | 59 min

What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi

10 oktober 2024 | 59 min

An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

7 oktober 2024 | 57 min

Unlocking Innovation Through Antitrust Enforcement — ft. Lina Khan

3 oktober 2024 | 59 min

OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike

30 september 2024 | 50 min

Is Jerome Powell Lucky or Good? — ft. Robert Armstrong

26 september 2024 | 61 min

Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy

23 september 2024 | 57 min

Why Young People Are Worse Off Than Their Parents — and What to Do About it (from TED Talks Daily)

19 september 2024 | 65 min

Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?

16 september 2024 | 55 min

What the 2024 Rate Cutting Cycle Could Mean For Investors — ft. Lyn Alden

12 september 2024 | 57 min

Why Are Millionaires Moving Abroad? + The Biggest Deals in Podcasting

9 september 2024 | 57 min

Is Nvidia in Trouble? + Government Seeded Investment Accounts For Kids — ft. Brad Gerstner

5 september 2024 | 61 min

Democratizing the Private Markets — ft. Ben Miller

29 augusti 2024 | 27 min

Ask Us Anything — Scott and Ed Answer Your Questions

26 augusti 2024 | 49 min

The Corporate Lifecycle + The Market’s Fallen Heroes — ft. Aswath Damodaran

22 augusti 2024 | 53 min

Prof G Markets: How Scott Navigates Money with His Family

19 augusti 2024 | 42 min

How to Build a Rich Life — ft. Ramit Sethi

15 augusti 2024 | 56 min

Breaking Down the Google Monopoly Ruling — ft. Rebecca Allensworth

12 augusti 2024 | 57 min

Why Stocks Corrected + Second Quarter Tech Earnings — ft. Mark Mahaney

8 augusti 2024 | 54 min

Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

5 augusti 2024 | 51 min

Ozempic Bites McDonald’s, Trump’s Bitcoin Promise, & A Tesla Bull Makes His Case — ft. Dan Ives

1 augusti 2024 | 54 min

Will Tesla’s Robotaxi Ever Arrive? + Sin Stocks and Zyn Nicotine Pouches

29 juli 2024 | 52 min

Harris vs. Trump: The Markets React — ft. Robert Armstrong

25 juli 2024 | 53 min

Why is Silicon Valley Backing Trump? + A Glasses Company Acquires Supreme

22 juli 2024 | 42 min

The Trump Trade & The Vibecession — ft. Kyla Scanlon

18 juli 2024 | 55 min

Nike’s Dramatic Downfall & Britain’s Road to Economic Recovery

15 juli 2024 | 48 min

Project 2025 & An Inside Scoop on Trump’s Presidency — ft. Anthony Scaramucci

11 juli 2024 | 56 min

How the Debate Moved the Market & Wall Street’s Take on Trump - with Josh Brown

8 juli 2024 | 49 min

Rivian and Volkswagen’s New Partnership + Scott’s Tax Strategy

1 juli 2024 | 52 min

How Stoicism Makes Us Better at Money — ft. Ryan Holiday

27 juni 2024 | 51 min

Netflix’s New Entertainment Venues & Scott’s Takeaways from Cannes

24 juni 2024 | 46 min

The Changing World Order & the Power of Diversification — ft. Ray Dalio

20 juni 2024 | 47 min

Raspberry Pi’s London IPO & Mistral’s $640M Funding Round

17 juni 2024 | 46 min

How FOMO, Doom, and Ego Impact Your Money — ft. Morgan Housel

13 juni 2024 | 56 min

The Texas Stock Exchange + Is Short Selling a Dying Strategy?

10 juni 2024 | 46 min

Will Paramount & Skydance Merge? + A Visit with Sam Bankman Fried in Prison — ft. William Cohan

6 juni 2024 | 50 min

OpenAI’s New Content Deals + Latin America’s Most Valuable Financial Institution

3 juni 2024 | 40 min

Doomsday Inflation and a Bull Case for Bitcoin — with Lyn Alden

30 maj 2024 | 51 min

Nvidia’s Blowout Earnings & Stock Split + Britain’s Damaged Economy

27 maj 2024 | 49 min

The Goldilocks Economy & The Biggest Risk to the Market Right Now — with Josh Brown

23 maj 2024 | 60 min

GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?

20 maj 2024 | 53 min

Talking About Money...Every Day of the Week

5 maj 2024 | 2 min

Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again

Senaste avsnitt

Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race

Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition

How the Big Beautiful Bill’s Passage Will Reshape the Economy

Paramount’s $16M Trump Settlement, Tesla’s Worst-Ever Delivery Drop & Figma’s IPO

Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks

The Meta-OpenAI Talent War, Canada Drops its Tech Tax & a GOP Blow to Clean Energy

Markets 2025 Halftime Report

The Dangerously Irresponsible Tax Bill — ft. Maya MacGuineas

Wall Street Panics Over NYC Mayor, Layoffs at Bumble & BNPL Debt Hits Your Credit Score

Markets Shrug Off Israel-Iran Conflict, Polymarket’s $200M Round & a Stablecoin Warning

Oil Falls on Israel-Iran De-Escalation, Tesla Rolls Out the Robotaxi, & Trump Media’s Buyback Grift

What the Falling Dollar Means for America

Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers

Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers

OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay

Israel-Iran Conflict Drives Oil Prices, Meta Monetizes WhatsApp, & Tron’s IPO Grift

What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump

Warning Signs From the Labor Market — ft. Kathryn Anne Edwards

Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again

World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks

Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded

Trump & Elon Break Up Over the Tax Bill

Why the TACO Trade Matters — ft. Robert Armstrong

Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round

Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran

The Story of Scott’s Career

Why America’s Credit Rating Dropped — ft. Scott Goodwin

The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings

Why the U.S. Can’t Break Up with China — ft. Alice Han

Is Google a Buy? + Is Uber Recession Proof?

The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?

What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney

The Trump Fold & Tesla’s Brand Death

Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen

Global Pushback on Tariffs + Can the FTC Beat Meta?

Breaking Down Warning Signals from the Bond Market — ft. William Cohan

What to Do in the Wake of Trump’s Tariff Pause

Tariff Chaos & Trading on Inequality — ft. Gary Stevenson

The $6.6 Trillion Sell-off

A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins

GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment

Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski

Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry

Searching For Value Outside the U.S. — ft. Lyn Alden

The S&P 500 Enters Correction Territory

Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)

Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter

Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card

Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt

Is Breaking Up Intel The Right Move? + The New Gold Rush

Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon

Is Reddit Undervalued? + Netflix Goes After Podcasts

The State of Trade with China — ft. Alice Han

Spotify’s First Year of Profitability + Is Google Losing its Edge?

The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran

Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback

Winners and Losers After DeepSeek — ft. Robert Armstrong

Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club

$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield

The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom

LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin

The DOJ’s Landlord Lawsuit + Can Trump Buy Greenland?

Money for Couples — ft. Ramit Sethi

Predictions for 2025

Ask Us Anything — Forgiveness, The Manosphere, Parasocial Relationships & More

How to Make the Most of Your Money in the New Year — ft. Morgan Housel

Google’s Quantum Breakthrough & The World Cup Goes to Saudi Arabia

The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee

The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI

Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor

The Art of Spending Money

Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord

Inside America's Only Bank for Nuclear Energy — ft. Jigar Shah

ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)

The Bitcoin Presidency & The Dawn of a New Robber Baron Era — ft. Josh Brown

Winners and Losers Under Trump’s Second Term