In episode 74, Michelle delves into Tesla's current turmoil and its broader impact on the electric vehicle market, providing an analysis of potential shifts in market dynamics. The episode then addresses the global sell-off in government debt markets, focusing on rising inflation concerns and their implications for global economies. Michelle examines ongoing tariff tensions and their influence on Asia's economic strategies, highlighting how regional economies are adapting to these challenges. The episode concludes with closing remarks, encouraging listeners to stay informed and follow the podcast for continuous updates and insights on financial developments.

(0:00) Tesla's turmoil and its impact on the EV market

(1:21) Global government debt market sell-off and inflation worries

(3:08) Tariff tensions and Asia's economic strategies

(4:33) Closing remarks and follow reminder

In episode 73, Michelle opens with the introduction and date, setting the stage for the day's financial updates. The episode begins with a focus on BYD's impressive sales surge, analyzing its growing competition with Tesla in the electric vehicle market. Michelle then examines Oracle's significant order of AMD GPUs, discussing the implications for data center market dynamics and the broader tech industry. The conversation shifts to a US labor market update, exploring recent trends and their impact on the economic outlook. The episode wraps up with closing remarks, inviting listeners to stay informed and follow the podcast for ongoing insights and updates.

(0:00) Introduction and date

(0:20) BYD's sales surge and competition with Tesla

(2:13) Oracle's AMD GPU order and data center market dynamics

(4:09) US labor market update and economic outlook

(5:35) Closing remarks and follow reminder

In episode 72, Michelle examines the impact of U.S. tariffs and the Reserve Bank of Australia's current rate stance, discussing how these factors interplay with global economic trends. The episode delves into the Reserve Bank of Australia's monetary policy and its economic outlook, providing insights into potential future policy shifts. Michelle also explores Australia's economic resilience in the face of global challenges, considering the context of the upcoming elections and their potential influence on economic strategies. The episode concludes with closing remarks, inviting listeners to stay engaged with future updates for ongoing financial insights.

(0:00) U.S. Tariffs Impact and Reserve Bank of Australia's Rate Stance

(0:23) Reserve Bank of Australia's Policy and Economic Outlook

(1:11) Australia's Economic Resilience and Election Context

(2:18) Closing Remarks

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

In episode 70, Michelle delves into the latest financial developments, beginning with speculation around Japan's Central Bank possibly hiking interest rates, examining its potential effects on the global economy. The episode then shifts to international trade dynamics as Xi Jinping addresses global executives amidst ongoing US-China trade tensions, exploring the implications for future trade relations. Michelle also highlights Lululemon's robust earnings report and their optimistic guidance for 2025, providing insights into the company's growth strategy. The episode concludes with closing remarks, urging listeners to stay informed and engaged with upcoming episodes.

(0:00) Japan's Central Bank Rate Hike Speculation

(1:37) Xi Jinping's Call to Global Executives and US-China Trade Tensions

(3:33) Lululemon's Strong Earnings and Raised Guidance for 2025

(5:00) Closing Remarks

In episode 69, Michelle begins with an introduction and preview of the top financial stories. The episode explores China's H3C warning about a potential shortage of Nvidia AI chips, analyzing the possible market implications of this development. Michelle then shifts focus to U.S. President Trump's announcement of a 25% tariff on car imports, examining its potential repercussions on global trade dynamics. The episode also covers the European Commission's response to the tariff announcement and highlights warnings from industry experts about the broader economic impact. Michelle concludes with closing remarks, encouraging listeners to stay informed by following the podcast for future updates.

(0:00) Introduction and top story preview

(0:24) China's H3C warns of Nvidia AI chip shortage and its market implications

(1:49) U.S. President Trump announces 25% tariff on car imports and its global impact

(3:22) European Commission's response and industry expert warnings

(3:48) Closing remarks and call to action

In episode 68, Michelle opens with today's top financial stories, setting the stage for a thorough exploration of current market dynamics. The episode delves into the U.S. export blacklist, identifying the entities affected and discussing the broader implications for the global tech industry. Michelle then shifts focus to Britain's economy, analyzing the latest inflation data and the Bank of England's interest rate strategy. The episode also features insights into Finance Minister Rachel Reeves' address on the U.K.'s economic stability, highlighting key points and potential impacts. The episode concludes with closing remarks, encouraging listeners to stay connected for future updates.

(0:00) Introduction and today's top stories

(0:21) U.S. export blacklist: Affected entities and global tech implications

(2:10) Britain's economy: Inflation data and Bank of England's rate strategy

(3:27) Finance Minister Rachel Reeves' address on U.K.'s economic stability

(4:13) Closing remarks and call to follow the podcast

In episode 67, Michelle provides an in-depth analysis of Tesla's recent stock movements, examining their latest earnings report and growth outlook. She discusses the factors influencing Tesla's stock valuation, with a particular focus on the competitive landscape in China and its implications for the company's market position. The episode also delves into Shell's financial strategy, evaluating its market performance and strategic initiatives. Michelle offers insights into how Shell's approach may influence its standing in the energy sector. The episode wraps up with a reminder for listeners to stay connected for future financial updates.

(0:00) Tesla's stock movements, earnings, and growth outlook

(1:50) Tesla's stock valuation and competition in China

(3:23) Shell's financial strategy and market performance

In episode 66, Michelle delves into Malaysia's strategic moves in the semiconductor industry amidst U.S. pressure, analyzing the potential impacts on global supply chains. She provides a comprehensive analysis of Tesla's recent stock rebound, considering the factors contributing to its market performance. The episode also covers Robinhood's latest earnings report and the subsequent stock upgrade, discussing its implications for investors. Additionally, Michelle examines China's pledge to improve market access and its potential global economic implications. The episode concludes with closing remarks, reminding listeners to follow the podcast for future financial updates.

(0:00) Malaysia's chip strategy and US pressure

(1:23) Tesla's stock rebound and market analysis

(2:22) Robinhood's earnings and stock upgrade

(3:40) China's market access pledge and global implications

(5:33) Closing remarks and podcast follow reminder

In episode 65, Michelle begins with an introduction to the future of AI, exploring major investments that are shaping the sector. She then examines projections for electricity usage in U.S. data centers, highlighting the implications for energy demand and policy. The episode shifts focus to Japan's core inflation data, discussing potential rate hike implications and their significance for the Japanese economy. Michelle also analyzes Tesla's recent stock performance, considering the broader dynamics within the electric vehicle market. The episode concludes with closing remarks, inviting listeners to follow the podcast for continued updates on financial developments.

(0:00) Introduction to AI's future and major investments

(1:33) U.S. data center electricity usage projections

(2:08) Japan's core inflation data and potential rate hike implications

(3:13) Tesla's stock performance and EV market dynamics

(4:26) Closing remarks and call to follow the podcast