e2351 - Geopolitics, Markets, and Innovation

Title: E2351 - Geopolitics, Macroeconomics, Energy, and Tech Discussed in Latest EpisodeSummary: In this week's Telltales podcast, Hunt, Mike, and Jason cover a range of topics including world oil supply/demand, US gas supply/demand, US government revenues and expenses, AI models running on phones vs the cloud, implications of China-Taiwan relations, streaming platforms bidding on live sports rights, healthcare companies like Lantheus and Vertex Pharmaceuticals, and more.Content:0:00 - Intro 0:34 - World oil supply/demand dynamics - $TSM, $ASML 1:34 - Concerns about growing US natural gas supply glut 3:01 - Positive shift in US govt spending trajectory - $AAPL 4:18 - Would you rather own Apple or US govt debt? - $AAPL 6:20 - Will AI models dominate more on edge devices or the cloud? - $GOOG, $MSFT 11:14 - Potential impact of China push for Taiwan reunification - $NVDA, $AMD, $INTC, $TSM, $ASML 15:09 - Streaming platforms bidding for live sports rights - $NFLX, $DIS, $AMZN, $GOOG 18:31 - Preview of topics for next week - $T, $VZ, $TMUS, $MA, $PYPL 19:05 - Dropping Pfizer, adding Eli Lilly to healthcare watchlist - $PFE, $LLY 19:49 - Lantheus phase 3 cancer drug trial data - $LNTH 23:06 - Vertex Pharma's non-opioid pain drug - $VRTX 26:10 - DisclaimerThis podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future. 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