The Treasure Hunt Economy

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, NVO

Host: Deidre Woollard
Guests: Sanmeet Deo, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Tim Sparks

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