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.
E2128 - July 14, 2021
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Telltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies
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E2128 - July 14, 2021