In episode 35, Michelle discusses the latest central bank rate decisions and their economic projections, providing insights into how these decisions might shape financial markets. She then examines the market's reaction to the Reserve Bank of India's rate cut and delves into India's monetary policy outlook. The episode also covers Amazon's record operating income and its recent earnings report, highlighting key factors contributing to the company's financial performance. Michelle looks into AMD's recent downgrade and its strategic plans for the AI industry. The episode concludes with closing remarks.

(0:00) Central Bank Rate Decisions and Economic Projections

(1:21) Market Reaction to RBI Rate Cut and India's Monetary Policy Outlook

(2:09) Amazon's Record Operating Income and Earnings Report

(3:48) AMD's Downgrade and Future AI Industry Strategy

(5:16) Closing Remarks

In episode 34, Michelle begins by discussing Ford Motor Company's record-breaking revenue and strategic outlook, providing insights into the company's future direction. She then examines the ISM Services PMI report, highlighting its indication of consistent economic expansion. The episode also covers Volvo Cars' financial challenges and the strategic moves it is making to address them. Michelle wraps up with closing remarks and a reminder for listeners to follow the podcast for more updates on financial developments.

(0:00) Ford Motor Company's record-breaking revenue and strategic outlook

(1:56) ISM Services PMI reports consistent economic expansion

(2:48) Volvo Cars' financial challenges and strategic moves

(4:25) Closing remarks and reminder to follow the podcast

In episode 33, Michelle examines Apple's regulatory challenges in China and the consequent impact on its share price. She moves on to discuss AMD's recent earnings miss, analyzing the reasons behind the resulting drop in its share price. The episode also covers Novo Nordisk's financial update, highlighting profits, sales growth, and developments in its obesity drug pipeline. Lastly, Michelle delves into TotalEnergies' financial results, exploring its dividend policy and future outlook.

(0:00) Apple's regulatory challenges in China and impact on shares

(1:36) AMD's earnings miss leads to share price drop

(2:45) Novo Nordisk's financial update: Profits, sales growth, and obesity drug pipeline

(4:42) TotalEnergies' financial results, dividend policy, and future outlook

In episode 32, Michelle kicks off by discussing the start of the earnings season and its potential impact on market trajectory. She then examines Tesla's earnings, focusing on the company's ability to sustain market confidence. The episode also highlights Infineon's updated sales guidance amidst the growing AI market. Michelle explores China's recent retaliatory tariffs on U.S. imports, analyzing their implications for global trade dynamics. Lastly, she delves into Palantir's record revenue, offering insights into the company's financial outlook.

(0:00) Earnings season kickoff and market trajectory

(1:08) Tesla's earnings and market confidence

(2:18) Infineon's sales guidance and AI market growth

(3:09) China's retaliatory tariffs on U.S. imports

(4:39) Palantir's record revenue and financial outlook

In episode 31, Michelle kicks off with an introduction and overview of the day's topics, focusing on the significant decline in global auto stocks following the announcement of new U.S. tariffs. She delves into the concerns expressed by major automotive players like Volkswagen and BMW, analyzing how these tariffs could affect their operations and the broader market. The episode wraps up with closing remarks and a call to action, encouraging listeners to stay tuned for more updates on these evolving financial developments.

(0:00) Introduction and overview of today’s episode

(0:22) Impact and decline of global auto stocks due to new U.S. tariffs

(2:09) Concerns from Volkswagen and BMW on U.S. tariffs

(2:40) Closing remarks and call to action

In episode 30, Michelle begins with an introduction and today's date before diving into the recent selloff in technology stocks, focusing on DeepSeek's impact on the market. She then discusses Apple's record-breaking earnings, providing insights into the company's future outlook. The episode also covers the decline in pending home sales, offering a comprehensive analysis of the current housing market trends.

(0:00) Introduction and today's date

(0:21) Technology stock selloff and DeepSeek's market impact

(1:45) Apple's record-breaking earnings and future outlook

(3:09) Decline in pending home sales and housing market analysis

In episode 29, Michelle provides an overview of Deutsche Bank's earnings, offering insights into the European banking sector's outlook. She examines Shell's financial performance, highlighting its strategic focus areas. The episode also delves into NVIDIA's stock movement and the broader trends in the AI sector, alongside an analysis of Tesla's earnings report and its AI strategy. The episode wraps up with closing remarks and a call to action, encouraging listeners to stay informed with the podcast for further financial updates and insights.

(0:00) Introduction and episode overview

(0:21) Deutsche Bank's earnings and European banking sector outlook

(2:28) Shell's financial performance and strategic focus

(3:41) NVIDIA stock movement and AI sector trends

(5:20) Tesla's earnings report and AI strategy

(6:53) Closing remarks and call to action

In episode 28, Michelle investigates the potential longevity of the tech rally and its ability to sustain unprecedented profits in the market. She examines Norway's sovereign wealth fund's strong performance and considers its implications for global investment strategies. The episode also reviews the quarterly performances of ASML and Nvidia, highlighting the market's optimism surrounding these tech giants. Michelle explores the diverging paths of global interest rates and their impacts on international markets. The episode concludes with a summary and sign-off, encouraging listeners to stay engaged with the podcast for ongoing financial insights.

(0:00) Can the tech rally continue to fuel unprecedented profits?

(0:21) Norway's sovereign wealth fund reports strong performance, implications for global investment

(1:48) ASML and Nvidia quarterly performance and market optimism

(4:57) Diverging global interest rate paths and their impacts on global markets

(6:31) Conclusion and sign-off

In episode 27, Michelle examines Nvidia's after-hours stock rise and the potential for a tech sector rebound, assessing the market's heavy reliance on tech megacaps and the associated risks of dependency. The episode also reviews recent movements in the Nasdaq Composite, emphasizing the importance of portfolio diversification. Michelle discusses DeepSeek AI's impact on tech stock valuations and the concerns it raises among investors. Additionally, she analyzes IBM's fourth-quarter earnings report and its implications for the market. The episode concludes with closing remarks and a call to follow the podcast for ongoing financial insights and updates.

(0:00) Nvidia's after-hours rise and potential tech sector rebound

(0:38) Market reliance on tech megacaps and risks of dependency

(1:49) Nasdaq Composite's recent movements and portfolio diversification

(2:42) DeepSeek AI's influence on tech stock valuations and investor concerns

(3:54) IBM's fourth quarter earnings report and its market implications

(5:07) Closing remarks and call to follow the podcast

In episode 26, Michelle explores the sustainability of the current market rally and potential bubble risks, analyzing market dynamics. Featuring insights from the World Economic Forum, she discusses global economic trends and examines S&P 500 futures and major tech earnings. The role of DeepSeek and AI in U.S. tech leadership is highlighted, alongside Ryanair's reduced traffic goals and Boeing's delivery delays. Analysts provide their views on Ryanair's revised capacity and market outlook. The episode concludes with closing remarks and an invitation to follow the podcast for more financial insights.

(0:00) Market Rally Sustainability and Bubble Burst Potential

(0:21) Insights from the World Economic Forum and Market Leaders' Perspectives

(2:23) S&P 500 Futures and Major Tech Earnings Reports

(3:36) The Impact of DeepSeek and AI on U.S. Tech Leadership

(4:58) Ryanair's Traffic Goal Cut and Boeing Delivery Delays

(6:20) Analysts' Views on Ryanair's Revised Capacity and Market Outlook

(6:51) Closing Remarks and Podcast Follow-Up