⁠The All-In Podcast
🚨🇺🇸 all-in takes DC is back!

@friedberg is joined by secretary of agriculture @SecRollins

-- reforming the usda

-- massive impact of food stamps on the usda budget

-- the trump admin's outsider advantage

-- state of farming in 2025: labor, innovation, expanding markets

-- working with doge

++ much more

(0:00) friedberg welcomes secretary rollins!

(1:32) how she ended up in trump's two administrations, history of the usda

(16:56) trump's first 100 days, what needs to be reformed in the usda

(21:31) snap's massive impact on usda budget: soda, obesity, health challenges; how being dc outsiders helps the trump administration

(30:48) how she reconciles running a department with a lot of government intervention after coming from a free market background

(34:33) state of us farming in 2025, labor costs, opening up new markets, and more

(42:11) working with doge, farm bill negotiation, stance on agricultural innovation
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⁠Investing visuals
Thank you for donating and supporting my work @kdraghi1 🙏

Contributions like this make it possible for me to keep most of my work free and accessible for everyone. https://t.co/rlLlN6ZCET
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⁠App Economy Insights
$AMZN AWS drives Amazon’s margins.

In Q1 FY25:

• 19% of revenue.
• 63% of its operating profit. https://t.co/4ZMFPlIEYi
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Mastercard $MA Reports a Strong Q1 🎯

✅ Rev: $7.25B vs $7.11B (est) | +14% YoY

✅ EPS: $3.73 vs $3.57 (est) | +13% YoY

$2.5B worth of shares repurchased through Q1 25’ | $11.8B remaining under approved share repurchase programs 💵 https://t.co/zpXW50GWFV
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⁠Wall St Engine
🔔 The weekly newsletter has just dropped and should be in your inbox now — don’t forget to check spam, promotions, or updates tabs if you don’t see it right away.
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⁠Wall St Engine
TRUMP PLANS 100% TARIFF ON ALL MOVIES PRODUCED IN FOREIGN LAND https://t.co/CRfJ2T8nTK
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⁠Wall St Engine
President Trump has ordered the reopening and expansion of Alcatraz, the iconic federal island prison that’s been closed since March 21, 1963.
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⁠Wall St Engine
Today's Key Events (All EST) — 05/05/2025

09:45: US S&P Services PMI Final
10:00: US ISM Services PMI
13:00: US 3-Year Note Auction

Before Open 👇
06:00: CNA Financial $CNA
06:00: Henry Schein $HSIC
06:30: Zimmer Biomet $ZBH
06:30: Freshpet $FRPT
06:30: Recursion $RXRX
06:45: Foot Locker $FL
06:55: BioNTech $BNTX
07:00: TG Therapeutics $TGTX
07:30: Cummins $CMI
07:30: Tyson Foods $TSN
07:30: ON Semiconductor $ON

After Hours 👇
16:00: Vertex Pharmaceuticals $VRTX
16:00: Diamondback Energy $FANG
16:05: Palantir $PLTR
16:05: Hims & Hers Health $HIMS
16:05: Ford $F
16:05: Realty Income $O
16:05: Vimeo $VMEO
16:05: Navitas Semiconductor $NVTS
16:10: Clorox $CLX
16:15: Williams Companies $WMB
17:00: BellRing Brands $BRBR
17:00: Contura Energy $CTRA
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⁠Wall St Engine
EU PLANS TO PROPOSE BANNING RUSSIAN GAS IMPORTS BY END OF 2027
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⁠Hidden Value Gems
Never knew this background story on Buffett finding $AAPL 👇

Simple but not easy 🙂

"Buffett asked another investment manager to find an S&P 500 stock that met three criteria:
- P/E not more than 15x
- Berkshire managers had to be at least 90% sure that the stock would generate higher earnings over the next five years.
- And he wanted Berkshire to be at least 50% confident that the company would grow a minimum of 7% annually for at least five years."
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⁠Wall St Engine
TAIWAN CENTRAL BANK: U.S. DID NOT ASK TAIWAN DOLLAR TO APPRECIATE

URGES MARKET COMMENTATORS NOT TO SPECULATE ON TAIWAN DOLLAR ISSUE

URGES COMPANIES NOT TO LISTEN TO UNTRUE ANALYSIS, HAVE UNREASONABLE EXPECTATIONS AND SELL THEIR U.S. DOLLAR POSITIONS
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⁠Wall St Engine
TAIWAN CENTRAL BANK GOVERNOR: EXPECTATIONS OF STRONG APPRECIATION ARE BIG, WE HAVE INTERVENED APPROPRIATELY
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