Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
S&P 500 - Is the Market Trying to Piss in the Wind?
03:11 • 6min
What's Next for the Fed?
09:04 • 3min
Is the Fed Really Going to Overtighten Rates?
11:39 • 3min
Let It Slow the Fed Wants It to Slow
14:19 • 2min
Is the 10-Year Yield Coming Down?
16:00 • 2min
I've Been Positive on Financials for a While Now and I Intend to Hold Steady at That.
18:24 • 4min
The Travel Stock Market Is a Multi-Variable Model
22:28 • 5min
The Biggest Risk Is That It Gets Longer and Longer
27:53 • 3min
The Stock Market Is Down and It's Easy to Miss on Earnings in 2023
31:21 • 2min
The T and TRB Is a Pin Number and I'm Gonna Rip Your Throat Guys the End
33:20 • 2min