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00:00:00 Weekend trading stocks
00:03:40 Market environment
00:16:00 Delta Air Lines
00:20:00 LVMH, Grok AI
00:43:30 Hermès, Richemont, Kering
01:03:20 TSMC, ASML
01:26:50 Coalition agreement
Spotify
https://open.spotify.com/episode/36OedAqU7ZcTYd3PpnHRFQ?si=99nQieH0Qh6Hy1QhQ5hQzA
YouTube
Apple Podcast
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