

Stocks Digest Latest Inflation Data
Jan 16, 2025
The podcast dives into recent inflation trends and their impact on the stock market, dissecting PPI and CPI dynamics. There's a look at investor psychology amidst fluctuating market conditions. Recent shifts in major stocks like NVDA and INTC are also examined. The hosts mix serious market analysis with lighthearted anecdotes, including humorous discussions on masculinity and memorable past encounters. The adaptability of companies like Intel highlights the importance of risk-taking in business. A blend of market insight and personal stories makes for an engaging listen.
Chapters
Books
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Market Reflections and Investor Psychology
01:41 • 12min
Navigating Inflation Trends and Market Expectations
14:04 • 4min
Balancing Macro Awareness and Stock Selection
18:01 • 2min
Navigating Market Valuations and Trends
19:40 • 20min
Bravado and Muscles
39:37 • 4min
Navigating Change: Lessons from Intel
43:29 • 4min
Exciting News and Light-hearted Banter
47:55 • 4min