The Cashflow Memo
SHOWNOTES
In this episode, the Telltales team discusses the potential impacts of the Trump administration's energy policies, the game-changing AI innovations from China's DeepSeek, and key updates from healthcare companies like Vertex, Lantheus, and BioNTech.
[00:00:52] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt believes a deal with Iran under the Trump administration could tighten the oil market surplus. He expects OPEC countries to increase production, potentially leading to lower oil prices and a flattening of U.S. oil production growth.
[00:04:44] Exhibit B: US GAS DEMAND / SUPPLY The cold weather has reduced the natural gas storage surplus, but Hunt warns that production could increase, especially from the Permian Basin. He anticipates power demand for natural gas to continue growing but cautions that prices may not sustain at current levels.
[00:07:53] Exhibit A: US GOV'T REVENUES AND EXPENSES Hunt discusses the challenges of raising the debt ceiling without spending cuts. He speculates that the Trump administration might withhold funds from programs like Medicaid to force a resolution, potentially causing disruptions in the capital markets.
[00:10:03] DeepSeek and demand for Nvidia GPUs Jason and Mike analyze the implications of DeepSeek's AI advancements, which achieved impressive results with fewer resources. They discuss the potential impact on Nvidia's GPU demand, the role of reasoning models, and the incentives driving different companies' approaches to AI development.
[00:29:30] OAKCLIFF UPDATE In this sponsored segment, Mike provides an update on the work being done at Oakcliff Sailing, including preparing match boats and repairing sails.
[00:30:17] Lantheus Acquisition Jason discusses Lantheus' recent acquisition of a radiopharmacy in New Jersey, likely aimed at expanding their manufacturing capabilities and presence in Europe.
Stay tuned for more insights on energy, AI, and healthcare as the Telltales team continues to navigate the ever-changing landscape of investments and technology.
NVDA 0.00%↑ AMD 0.00%↑ INTC 0.00%↑ LNTH 0.00%↑ VRTX 0.00%↑ BNTX 0.00%↑ PFE 0.00%↑ MRNA 0.00%↑
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