WEN Turnaround?

This week we let ChatGPT help pick the news stories (which seemed like a good idea at the time), and honestly, it kind of worked.

We start with Russia reportedly having to buy gasoline after Ukrainian drone strikes hit their refinery capacity, which turns into a bigger conversation about energy markets, gasoline and diesel, and how cheap drones are completely changing the math of modern warfare.

Then we get into Japan potentially pushing its giant pension funds to bring more money back home, the AI trade still running through SK Hynix and GPU demand, and the Fed now treating AI infrastructure spending as one of the things keeping inflation hotter than expected.

So there is real market stuff in here.

But also, this is Dan and me, so we also talk about a squirrel getting loose in a Meta office, a bear breaking into a shopping mall on a military base, Britain trying to survive heat waves with better refrigerators and tiny fans, Pepsi making a very questionable Wild Cherry post in India, AI reading ancient Roman scrolls, Pompeii, Pink Floyd, and whether Wendy’s Biggie Bag is secretly one of the better recession trades on the board.

Chapters

• 00:00 — Hook, Intro, and Cold Open
• 01:47 — Welcome Back to the China Shop
• 02:30 — Letting ChatGPT Pick the News
• 03:22 — Russia’s Fuel Problem and Ukrainian Drone Strikes
• 06:36 — EVs, Refinery Risk, and Energy Independence
• 09:10 — A Squirrel Gets Loose at Meta
• 14:28 — Japan’s Pension Fund and Money Coming Home
• 20:08 — The Alaska Mall Bear Story
• 21:54 — SK Hynix, AI Chips, and Inflation Pressure
• 25:24 — FedWatch, Rate Expectations, and No Cuts Yet
• 27:38 — Britain’s Heat Wave Economy
• 32:49 — Scottsdale Will Pay for Your Lawn, Not Your Pool
• 34:29 — Pepsi’s Wild Cherry Problem
• 38:33 — AI, Ancient Scrolls, and the Pompeii Detour
• 42:28 — Wendy’s, Biggie Bags, and Takeover Rumors
• 48:38 — Jobs, Rent, and the Economy People Actually Feel
• 50:30 — Chessferatu and Closing Thoughts

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Our podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!

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Dan:

Dan co-founded 2 Bulls in a China Shop with Kyle when their shared passion for active trading ignited during the lockdowns. Their daily discussions about trades, interests, and the valuable lessons learned created the bedrock for what eventually evolved into both the 2 Bulls in a China Shop and Band of Traders podcasts.

While navigating the complexities of trading, Dan infused humor into the shows with his self-deprecating wit and candid discussions about their trading experiences. This dynamic duo's chemistry became the catalyst for a podcast that resonated widely, capturing the attention of a diverse audience.

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