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How do Europe’s strict regulations ripple through Silicon Valley? Join us on Skeptic's Guide to Investing as Steve Davenport and Clem Miller unpack the labyrinth of European regulations reshaping the landscape for US tech behemoths. Discover how the Digital Markets Act is poised to level the playing field, forcing giants like Alphabet, Apple, and Meta to reassess their global strategies. Learn about the daunting hurdles posed by the General Data Protection Regulation (GDPR), and its wide-reaching implications for data privacy and global data transfers, leaving US companies scrambling to comply.

But that's not all—our conversation takes a sharp turn towards artificial intelligence. Explore the "Brussels effect" and how EU regulations are casting a global shadow over AI practices, compelling tech innovators to adapt in uncertain terrain. We also dissect the competitive dynamics among tech titans like Apple, Microsoft, and Google, and the geopolitical chess game of chip manufacturing. With a keen eye on innovation, we highlight the challenges and opportunities these tech giants face amidst increasing regulatory scrutiny. Don't miss as we also address the pressing need for transparency in AI-generated content on social media, and what this means for the future of digital interactions.

Straight Talk for All - Nonsense for None


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In today’s episode, Steve and Clem discuss (and debate) the idea of replacing a portion of your bond holdings with a satellite portfolio of assets that that may offer a superior combination of yield and inflation resistance.

We consider the fact that inflation, while moderating significantly, is far from conquered. We also wonder if Fed rate cuts might actually prompt a return to higher inflation. Last, we wonder if we’re overdue for a sizable equities correction, especially among those AI and pharma stocks that have had a good run.

For this inflation-proofing satellite portfolio, we look at REITs, utilities, and natural resource equities, including energy, mining, and agriculture.

All of these assets have advantages with respect to yield and inflation resistance, but whether they offer total returns superior to those of general equities is open to question.

Steve and I welcome you to share your insights and continue the conversation.

Straight Talk for All - Nonsense for None


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What happens when a seasoned business traveler trades in short visits for a month-long immersion in Japan? Join us as Clem Miller unravels his captivating journey through the Land of the Rising Sun, offering a rich blend of personal anecdotes and cultural insights. From Tokyo's bustling streets to Kyoto's serene temples, Clem paints a vivid picture of Japan's unique juxtaposition of modernity and timeless tradition. Discover how a society renowned for technological prowess still thrives on a predominantly cash-based economy and why its retail scene remains vibrant despite the global shift towards online shopping.

We take you on a spiritual exploration of Japan, where Shintoism and Buddhism coexist harmoniously, creating a cultural landscape of openness and mutual respect. Clem shares touching stories of Japanese society's honesty and kindness—from unlocked bicycles to a cab driver who returned overpaid fare—offering a glimpse into the heart of a nation anchored in spirituality. And if you're a sports enthusiast, you won't want to miss Clem's lively recount of Japanese baseball games, a testament to the country's dynamic cultural tapestry.

Transportation and trust go hand in hand in Japan, and Clem sheds light on the efficient Shinkansen bullet trains and the intriguing economic insularity of this fascinating country. Take a stroll through the allure of Japanese gardens and learn about "forest bathing," a practice woven into the fabric of Japanese life. With our listener demographics shifting, we're excited to see Singapore take the lead in downloads, and we extend heartfelt gratitude to our global audience for their ongoing support. Join us as we continue to share stories and explore the art of living life to the fullest.

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com