Show notes
Are little luxuries are still scoring with consumers?(00:21) Sanmeet Deo and Deidre Woollard discuss:- How smartphone and EV demand are impacting Taiwan Semiconductor.- Japan’s place in the tech race.- More uses for weightloss drugs.(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVOHost: Deidre WoollardGuests: Sanmeet Deo, Mary LongProducers: Ricky Mulvey, Mary LongEngineers: Dan Boyd, Tim SparksPublic.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices