{"id":12829301,"date":"2025-07-28T21:05:06","date_gmt":"2025-07-29T01:05:06","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12829301"},"modified":"2025-07-28T21:22:15","modified_gmt":"2025-07-29T01:22:15","slug":"psws-weekly-webinar-earnings-tariffs-and-powell","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/07\/28\/psws-weekly-webinar-earnings-tariffs-and-powell\/","title":{"rendered":"PSW&#8217;s Weekly Webinar: Earnings, Tariffs, and Powell"},"content":{"rendered":"<h2><a href=\"https:\/\/www.youtube.com\/watch?v=MEGDTT3rPrc\" target=\"_blank\" rel=\"noopener\">Earnings, Tariffs, and Powell (7\/23\/2025)<\/a><\/h2>\n<p>&nbsp;<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/MEGDTT3rPrc?si=EPUVPx3fj3yXOukZ\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Timeline\u00a0<\/strong><\/p>\n<p>0:00 \u2013 Market update and index movements<br \/>\n1:26 \u2013 Nikkei rally and interest in Toyota<br \/>\n1:37 \u2013 Rumors of a Europe trade deal<br \/>\n2:25 \u2013 Tariffs discussion and Morning Post reference<br \/>\n2:46 \u2013 AI updates and Anya content<br \/>\n5:42 \u2013 Top trade adjustment on Ferve<br \/>\n6:00 \u2013 Japan trade deal analysis<br \/>\n6:42 \u2013 Tariff math and consumer tax burden<br \/>\n10:06 \u2013 Japan\u2019s $55B investment and sovereign wealth fund explanation<br \/>\n13:05 \u2013 Japan auto and rice trade details<br \/>\n15:55 \u2013 Japan to buy liquefied natural gas<br \/>\n17:04 \u2013 Steel tariffs and Cleveland Cliffs mention<br \/>\n20:00 \u2013 Trade deficits vs. Trump\u2019s projections<br \/>\n22:40 \u2013 Toyota, Honda, and Stellantis stock discussion<br \/>\n23:32 \u2013 Bodie\u2019s summary on trade beneficiaries<br \/>\n24:17 \u2013 Most actionable Japanese and US stocks<br \/>\n25:27 \u2013 Jeep sales in Japan and population commentary<br \/>\n27:21 \u2013 US demographic issues and visa entry fee<br \/>\n30:32 \u2013 Japan\u2019s Boeing aircraft purchase already priced in<br \/>\n33:05 \u2013 Math behind inflated trade claims<br \/>\n35:00 \u2013 Tesla valuation and robo-taxi thesis<br \/>\n43:40 \u2013 Tesla earnings multiples and investor delusion<br \/>\n46:58 \u2013 Robo-taxi revenue fantasy compared to Uber<br \/>\n48:25 \u2013 Autonomous vehicle liabilities and logistics<br \/>\n50:33 \u2013 Tesla overvaluation likened to fantasy investments<br \/>\n52:29 \u2013 Elon Musk as idea man vs. execution<br \/>\n53:45 \u2013 Tesla robots and product overhype<br \/>\n55:02 \u2013 Nvidia chip diversion to Grok and conflicts<br \/>\n56:16 \u2013 Closing thoughts on Tesla<br \/>\n57:03 \u2013 User questions and bot trade ideas<br \/>\n1:00:50 \u2013 NLY trade strategy explained<br \/>\n1:10:09 \u2013 Wealth-building via dividend stocks<br \/>\n1:13:11 \u2013 Portfolio performance and compounding<br \/>\n1:16:31 \u2013 Toyota, Honda, Stellantis valuation trades<br \/>\n1:20:03 \u2013 Stellantis two-year 100% return setup<br \/>\n1:24:39 \u2013 Trade as premium-selling opportunity<br \/>\n1:25:46 \u2013 401k hedging with outside brokerage account<br \/>\n1:29:03 \u2013 Tariffs and Powell vs. Trump<br \/>\n1:30:56 \u2013 Trump\u2019s crypto holdings and weak dollar motive<br \/>\n1:34:00 \u2013 Bitcoin scarcity and future demand<br \/>\n1:39:03 \u2013 Trump policy as Bitcoin pump mechanism<br \/>\n1:42:12 \u2013 Top trade adjustment: Pfizer salvage strategy<br \/>\n1:48:00 \u2013 Trade management and risk discipline<br \/>\n1:54:00 \u2013 UNH vs. Pfizer salvage comparison<br \/>\n1:54:30 \u2013 Homebuilder stocks and housing shortage<br \/>\n1:56:00 \u2013 Wrap-up\u00a0<\/p>\n<p><strong>Summary<\/strong><\/p>\n<p data-start=\"52\" data-end=\"504\">Phil begins with a market overview and shifts focus to Japan\u2019s trade deal with the U.S., breaking down tariff reductions, investment plans, and implications for companies like Toyota and Honda. He highlights how Japan\u2019s $55 billion investment could stimulate both economies and create trade opportunities, especially in LNG and Boeing aircraft purchases. Phil also critiques media exaggerations around the deal and shows the math behind tariff impacts.<\/p>\n<p data-start=\"506\" data-end=\"758\">He then dives into Tesla, debunking the robo-taxi hype and questioning investor assumptions about future revenue and valuation. Elon Musk is portrayed as a visionary with overextended ambitions, particularly in AI, robots, and chip production via Grok.<\/p>\n<p data-start=\"760\" data-end=\"1182\">Later, Phil discusses strategic trades, including NLY for income, dividend compounding, and Stellantis as a value play. He also outlines how to hedge 401(k)s using outside accounts. The session closes with a critique of Trump\u2019s tariff and crypto policies, suggesting Trump is financially incentivized to push Bitcoin via a weak dollar, and with a live trade adjustment for Pfizer and comparisons with UNH and homebuilders.<\/p>\n<p><em><a href=\"https:\/\/www.philstockworld.com\/amember\/signup\" target=\"_blank\" rel=\"noopener\">P.S. Subscribe to Trend Watchers and join us for Phil&#8217;s LIVE weekly webinars here &gt;<\/a><\/em><\/p>\n<p><em><a href=\"https:\/\/www.youtube.com\/c\/Philstockworld\/videos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.youtube.com\/c\/Philstockworld\/videos&amp;source=gmail&amp;ust=1614357595527000&amp;usg=AFQjCNFYqMLCLryontJKNA2_zPqFOeKskA\">You can also check out Phil\u2019s previous weekly webinars on YouTube &gt;<\/a><\/em><\/p>\n<hr \/>\n<p>[ctct form=&#8221;12730731&#8243; show_title=&#8221;false&#8221;]<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Earnings, Tariffs, and Powell (7\/23\/2025) &nbsp; Timeline\u00a0 0:00 \u2013 Market update and index movements 1:26 \u2013 Nikkei rally and interest in Toyota 1:37 \u2013 Rumors of a Europe trade deal 2:25 \u2013 Tariffs discussion and Morning Post reference 2:46 \u2013 AI updates and Anya content 5:42 \u2013 Top trade adjustment on Ferve 6:00 \u2013 Japan [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":12823739,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19951,45,26922,21,1,12,26306],"tags":[969,22131,26919],"class_list":{"0":"post-12829301","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-chart-school","8":"category-appears-on-main-page","9":"category-market-news","10":"category-available","11":"category-uncategorized","12":"category-phils-favorites","13":"category-webinars","14":"tag-charts","15":"tag-webinar","16":"tag-webinars"},"_links":{"self":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12829301","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/comments?post=12829301"}],"version-history":[{"count":3,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12829301\/revisions"}],"predecessor-version":[{"id":12829304,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12829301\/revisions\/12829304"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media\/12823739"}],"wp:attachment":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media?parent=12829301"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/categories?post=12829301"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/tags?post=12829301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}