In episode 39, Michelle examines the Federal Reserve's potential rate hikes and the bond market's reaction, analyzing how higher yields could influence broader markets and the economy. She then turns to Shell, assessing its LNG shipments and overall financial health in the current energy landscape. The discussion extends to U.S. LNG exports, particularly in the context of the ongoing European energy crisis. The episode also explores the partnership between Alibaba and Apple, considering its implications for the tech industry. Michelle wraps up with closing remarks and encourages listeners to follow the podcast for more updates and insights.

(0:00) Federal Reserve's potential rate hikes and bond market reaction

(1:14) Impact of higher yields on markets and economy

(1:46) Shell's LNG shipments and financial health

(2:39) U.S. LNG exports amidst European energy crisis

(3:05) Alibaba-Apple partnership and its impact on tech industry

(4:38) Closing remarks and call to follow the podcast