The Exchange

Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23

Sep 11, 2023
Topics include Apple & Qualcomm deal, Disney & Charter deal, Instacart's falling valuation, signs of life for China's economy, US-China relations impact on Apple and Disney, investing strategies in stocks and bonds, interest rate predictions, challenges of doing business in China, Instacart's IPO Roadshow and DoorDash's rivalry
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Episode notes
1
Introduction
00:00 • 4min
2
US-China Relations and the Impact on Apple and Disney
04:25 • 11min
3
Disney and WBD Shares, China's Economy, CPI Print, and Stock Performance
15:14 • 2min
4
Investing Strategies: Stocks and Bonds
17:07 • 5min
5
Interest Rate Predictions, Internal Fights, and Instacart's Valuation
22:19 • 3min
6
Challenges and complexities of doing business in China
25:44 • 7min
7
Instacart's IPO Roadshow and DoorDash's Rivalry
33:07 • 12min
8
Gratitude, Farewell, and a Medication Ad
45:37 • 2min