On Friday, April 18, Mike and I talked about risk in the banking sector and how academics think about FDIC insurance, bailout versus bailouts after the train wreck.
We also talked about Netflix’s earnings and their potential to reach a market cap of $1 trillion by 2030, which is the company’s expectation. We also talked about shipping rates in light of the upcoming slowdown in international trade due to the tariff negotiations. We went on to discuss UnitedHealth (UNH) and other important issues.
