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Jan 2025
8m 55s

TSMC's Innovations, Financial Success, a...

Equity Research (Q2 2025 Earnings)
About this episode
TSMC continues to lead the semiconductor industry with cutting-edge innovations like 3nm technology and strong financial results, including NT$868.46 billion in Q4 2024 revenue. With its global ESG milestones, such as the Taichung Zero Waste Manufacturing Center and inclusion in major sustainability indices, TSMC sets an example in corporate responsibility. ... Show More
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Market Movements and Macro Trends
This episode breaks down the latest market performance, economic data, and global influences impacting investors. Ray and Mark unpack stock indices, Treasury yields, and commodity prices, while exploring key employment and budget numbers. Tune in for sharp analysis and timely exa ... Show More
6m 51s
Jul 7
Economic Data and Q2 Earnings (July 7th-12th)
This episode dives into a pivotal week marked by global trade tensions, minimal economic data, and the upcoming Q2 earnings season. Ray and Mark break down the impact of potential U.S. tariffs, the FOMC minutes, and what investors should watch as S&P 500 companies report. Expect ... Show More
4m 59s
Jul 3
Market Moves and Fiscal Fireworks
This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More
6m 41s
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