In episode 20, Mark Brennan begins by analyzing current inflation trends and the Federal Reserve's potential policy shifts in response. The discussion moves to TSMC's record-breaking profits, offering insights into the semiconductor industry's outlook. Mark then examines the impact of U.S. sanctions on Russian oil, with a particular focus on India's role and response. The episode also includes an earnings forecast for various S&P 500 sectors, providing a strategic overview of expected financial performance. Mark concludes with closing remarks and encourages listeners to follow the podcast for ongoing financial insights and updates.

(0:00) Inflation trends and Federal Reserve's potential policy shifts

(1:46) TSMC's record-breaking profits and semiconductor industry outlook

(4:12) Impact of U.S. sanctions on Russian oil, focusing on India

(6:02) Earnings forecast for S&P 500 sectors

(7:28) Closing remarks and encouragement to follow the podcast