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.

Chapters00:00 — Hook, Intro, and Cold Open01:47 — Welcome Back to the China Shop02:30 — Letting ChatGPT Pick the News03:22 — Russia’s Fuel Problem and Ukrainian Drone Strikes06:36 — EVs, Refinery Risk, and Energy Independence09:10 — A Squirrel Gets Loose at Meta14:28 — Japan’s Pension Fund and Money Coming Home20:08 — The Alaska Mall Bear Story21:54 — SK Hynix, AI Chips, and Inflation Pressure25:24 — FedWatch, Rate Expectations, and No Cuts Yet27:38 — Britain’s Heat Wave Economy32:49 — Scottsdale Will Pay for Your Lawn, Not Your Pool34:29 — Pepsi’s Wild Cherry Problem38:33 — AI, Ancient Scrolls, and the Pompeii Detour42:28 — Wendy’s, Biggie Bags, and Takeover Rumors48:38 — Jobs, Rent, and the Economy People Actually Feel50:30 — Chessferatu and Closing Thoughts

Subscribe, share, and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!

Sponsors and FriendsOur 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!

If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**

To contact us, you can email us directly at bandoftraderspodcast@gmail.com

If you like our show, please let us know by rating and subscribing on your platform of choice!

If you like our show and hate social media, then please tell all your friends!