WEN Turnaround?
Summary
Kyle and Dan discuss Russia's energy crisis, noting that drone strikes have reduced domestic fuel production and shifted global markets. They also cover Japan's proposal to redirect pension funds to domestic assets and the Fed's view that AI infrastructure spending is a key inflationary driver. Lighter topics include a squirrel causing chaos at a Meta office, UK heatwave adaptations, and a Pepsi ad controversy in India. The episode concludes with a trading analysis of Wendy's stock, highlighting its competitive value menu against McDonald's.
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