SHOWNOTES

In this episode, the Telltales team discusses the implications of Donald Trump's 2024 election victory on healthcare, energy, and technology. They analyze key exhibits and dive into company-specific news and developments.

[00:00:57] Exhibit C: WORLD OIL SUPPLY / DEMAND (Page 1) Hunt expects a Trump administration deal with China to tighten the oil market surplus in 2025 by phasing out Iranian barrels. Despite predictions of peak oil demand, the IEA still forecasts an increase in 2025 versus 2024.

[00:02:10] Exhibit B: US GAS DEMAND / SUPPLY (Page 1) Hunt anticipates better natural gas demand under Trump, with power demand outperforming LNG. He believes the administration will lift the hold on new LNG projects and combined cycle plants, leading to stronger demand growth.

[00:04:32] Exhibit A: US GOV'T REVENUES AND EXPENSES (Page 1) Hunt emphasizes the need to reduce the deficit in "all other" expenses and hopes Elon Musk will help save $200-300 billion. The goal is to get the deficit trend moving downward and lower the debt-to-GNP ratio through economic growth.

[00:08:41] Healthcare News: PFE, MRNA, LNTH, BNTX, VRTX (Page 15) Jason discusses the potential for changes to the ACA under Trump and the possibility of the FDA losing its food regulation responsibilities. Vertex's earnings and pipeline progress, particularly in type 1 diabetes, are highlighted, while Lantheus faces challenges with Pylarify sales growth.

[00:21:15] Semiconductor Industry: NVDA, AMD, INTC, TSMC, ASML (Page 3) The team explores the implications of a Trump presidency on the semiconductor industry, including the Taiwan-China dynamic and the potential for Intel to be merged with Qualcomm or Broadcom. They also discuss the importance of ASML's lithography machines and the challenges Intel faces in catching up to TSMC.

[00:28:06] Big Tech and Regulations: AAPL, AMZN, GOOG, MSFT, TSLA (Page 1) Mike examines the potential impact of a Trump administration on big tech companies, noting the president's anti-big tech stance. The team also discusses the possibility of easier acquisitions and fewer regulations in the tech sector.

The Telltales team covers a wide range of topics related to the 2024 election outcome, providing insights and analysis on the potential impacts across various industries. #Subscribe for more in-depth discussions on energy, healthcare, and technology.

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