Semiconductors are back in the spotlight. In today's episode, we break down the latest trade deal with Taiwan and what it could mean for the global technology supply chain, chipmakers, and broader market leadership. Is this deal a tailwind for Big Tech—or does it introduce new risks traders need to price in?
We'll also shift gears to the surging silver market, unpacking the key forces driving prices higher—from macro flows to industrial demand—and discuss whether those drivers have staying power or are setting up a near-term fade.
If you trade tech, commodities, or macro themes, this episode connects the dots.
Listen now:
👉 Big Chip Deal
Inside the episode:
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