Unqualified Advice
Sean Filipow and Daniel Hatke
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Broken Segues and Segways: From Chips to Dips in the Market
Hello show notes readers! This time we dive into markets, media, and misinformation. We discuss TSMC’s record setting Arizona fab and its impact on semiconductor production, national security, and the Pheonix water market. I tell Dan why the Schiller PE ratio has been haunting me, as we ponder its historical significance and what today’s elevated levels might mean for the economy. Are we due for a downturn? Is it time to adjust your investments? On the cultural front, I shares insights from Neil Postman’s Amusing Ourselves to Death, sparking a discussion on the perils of media overload, misinformation, and what it takes to inoculate ourselves against disinformation in the TikTok era. Like the perception of their quality, we take a dive into the broken incentives at Boeing, the importance of innovation over shareholder value, and the role of corporate bonds in stormy economic skies. What the AI Reviews are Saying: "With humor, wit, and plenty of tangents, this episode is a must-listen for anyone curious about the intersection of markets, technology, and modern life." - GPT 4o Companies Discussed: TSMC NVIDIA Apple ASML Holdings Boeing Airbus Embraer Bombardier Books Recommended: Dark Matter by Blake Crouch Amusing Ourselves to Death by Neil Postman Wayward Pines Series by Blake Crouch Chapters: 00:00 Market Movements and Economic Insights 04:15 TSMC's Advancements, Water Usage and Environmental Concerns 09:12 Literature Recommendations and Reflections 11:50 Media Consumption and Information Overload 14:51 The Role of Education in Critical Thinking 17:33 Misinformation vs. Disinformation 20:26 The Evolution of Television and Entertainment 22:52 Personal Reflections on Media Consumption 32:04 Understanding Market Indicators and Valuations 34:46 Investment Strategies in a High PE Environment 38:03 Debt vs. Equity: Navigating Asset Classes 41:43 Evaluating Corporate Bonds and Recession Risks 43:45 The Future of Major Corporations: Boeing and TSMC 48:34 The Disconnect in Corporate Incentives 52:10 Speculating on Future Trades and Investments
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