South Korean Tariff Hike, Samsung and SK Hynix Earnings Ahead

This podcast delivers insights into market-shaping events, focusing on South Korean equities and upcoming earnings reports from major tech companies. It explores the impact of potential tariff hikes on South Korean exports, particularly affecting companies like Hyundai Motor, and examines Samsung's semiconductor business amid memory chip shortages driven by AI demand. Youkyung Lee, covering South Korean equities, discusses Samsung and SK Hynix's earnings, highlighting the competition in high bandwidth memory (HBM) crucial for AI applications. Zachary Hill, Head of portfolio management at Horizon, analyzes the Magnificent Seven's earnings, scrutinizing CapEx plans and margins, and assesses the precious metals trade amid political and economic uncertainties, including potential government shutdowns and Fed policy.