Hear Me Out
Update: 2025-08-14
Description
Dylan joins Tom to discuss pressing financial topics in the "Hear Me Out" segment. The duo tackles Trump's proposal to allow alternative assets like crypto and private equity in 401(k) accounts, with both agreeing diversification is positive despite concerns about liquidity and fees.
They examine the recent IPO surge, noting while the return of public offerings is healthy for markets, current valuations appear speculative and potentially bubble-like, with companies pricing low to generate marketing buzz.
The pair debate the 15% export license fee for NVIDIA (NVDA) and AMD (AMD) to sell AI chips to China, with Sosnoff calling it "blackmail" and government overreach into determining corporate success.
On housing affordability, they discuss how American mortgage practices have influenced pricing, with Sosnoff suggesting policies to incentivize development in underserved areas and reform corporate taxation to address affordability challenges.
They examine the recent IPO surge, noting while the return of public offerings is healthy for markets, current valuations appear speculative and potentially bubble-like, with companies pricing low to generate marketing buzz.
The pair debate the 15% export license fee for NVIDIA (NVDA) and AMD (AMD) to sell AI chips to China, with Sosnoff calling it "blackmail" and government overreach into determining corporate success.
On housing affordability, they discuss how American mortgage practices have influenced pricing, with Sosnoff suggesting policies to incentivize development in underserved areas and reform corporate taxation to address affordability challenges.
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