In episode 89, Michelle explores the repercussions of a $40 billion loss on the world's largest sovereign wealth fund, analyzing its implications for the tech sector. The episode then delves into stock market reactions and investor sentiment in response to recent tariff news and policy discussions. Michelle highlights SK Hynix's impressive first-quarter profit surge, discussing its future market strategies and potential impacts. The episode also covers the recent surge in gold prices, examining its role as a safe haven, inflation hedge, and reserve asset. It concludes with closing remarks and a reminder to follow the podcast for ongoing financial insights and updates.

(0:00) How a $40 billion loss impacts the world's largest sovereign wealth fund and implications for the tech sector

(1:55) Stock market reactions and investor sentiment amid tariff news and policy discussions

(2:57) SK Hynix's first-quarter profit surge and future market strategies

(4:50) Gold prices surge as a safe haven, inflation hedge, and reserve asset

(6:55) Closing remarks and call to follow the podcast