Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the release of September retail sales next week and what the numbers say about the health of the economy. (00:21) He also discusses the impact of weight loss drugs on different stocks, most notably Ozempic by Novo Nordisk (NVO). (03:24) Julie gives a brief earnings preview of Netflix (NFLX), Tesla (TSLA) and Taiwan Semiconductor Manufacturing (TSM). (02:00)

Episode transcripts seekingalpha.com/wsb.
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Consumer price index comes in a touch hotter than expected in September
Novo Nordisk to stop late-stage kidney failure trial as interim data shows efficacy
Taiwan Semiconductor likely to receive waiver from Chinese export control curbs
Tesla headwinds include a sales deceleration in China and price cuts in the U.S.
Netflix changes ad chiefs with growth shaping up as a struggle

Broadcast on:

14 Oct 2023