E2128 - July 14, 2021
from Telltales Hosted by Mike Nicoletti
Hunt and Mike discuss the current state of natural gas markets and discuss China and the semiconductor market, as well as the relative merits of Intel and TSMC. Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com
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This episode was published on July 14, 2021.
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