

Daybreak Weekend: Nvidia Preview, Germany’s Economy, Japan’s Next Leader
Aug 23, 2024
Edward Harrison, a senior editor at Bloomberg and author of 'The Everything Risk' newsletter, joins Kunjan Sobhani, a Senior Semiconductor Analyst, and Oliver Crook, a correspondent covering Germany. They dive into the anticipation of Nvidia's earnings and the competitive landscape of AI chips. Germany's economic struggles are examined, highlighting a prolonged manufacturing contraction. The conversation shifts to Japan's upcoming leadership election, discussing party dynamics and the potential impact of new candidates on the nation's political landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
GDP Growth and Fed Rate Prospects
02:18 • 11min
Nvidia Earnings Insight and Germany's Economic Challenges
13:21 • 2min
Germany and France: A Tale of Economic Divergence
15:00 • 13min
Japan's Leadership Transition: Insights on the Upcoming LDP Election
27:51 • 2min
Japan's Prime Ministerial Race: Challenges and Candidates
29:50 • 10min
Public Sentiment and Political Outsiders
40:15 • 2min