A Tesla investor and fund manager explains why the volatility from Trump's tariffs hasn't changed his stock picks
1. Investor Tsai views current market volatility as an opportunity. 2. Trump's tariffs may not lead to recession, pending duration and extent. 3. Tesla benefits from tariffs by becoming cheaper than competitors. 4. Elon Musk criticizes tariffs but supports Tesla's strong US production. 5. Tsai Capital has increased its Tesla holdings recently.