In episode 71, Michelle starts with an introduction and overview of the day's financial highlights. The episode explores the rising inflation expectations and examines the performance of Treasury Inflation-Protected Securities (TIPS) in this context. Michelle then shifts focus to Huawei, analyzing its recent revenue growth and strategic outlook amidst global market challenges. The discussion moves to Klarna's anticipated IPO and its financial rebound, offering insights into the company's recovery and future prospects. The episode wraps up with closing remarks, inviting listeners to stay tuned and follow the podcast for continued financial updates and insights.
(0:00) Introduction and overview of today's episode
(0:21) Rising inflation expectations and TIPS performance
(1:30) Huawei's revenue growth and strategic outlook
(3:31) Klarna's upcoming IPO and financial rebound
(5:50) Closing remarks and invitation to follow the podcast