Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Introduction
00:00 • 3min
Do You Feel Like You Should Leave the Market?
03:01 • 4min
What to Look Out for in the Subprime Auto Market
06:37 • 2min
The Fed Chair Testifies It for the Senate
08:16 • 2min
We're Not Going to Increase the Debt Ceiling, Right?
10:01 • 2min
Is David Solomon in a Hot Seat?
11:58 • 2min
Is 2023 Going to Be a Great Year for Investment Banking?
13:31 • 2min
Is John Waldron the CEO of Goldman Sachs?
15:13 • 2min
Bank Stocks
16:53 • 3min
Are Used Car Prices Going Up? Is That a Big Deal?
20:08 • 2min
The 20 Rules of Technology Investing
22:36 • 3min
Elon Musk and Tesla - I Love Everything You Said
25:18 • 2min
Is 165 the Right Level?
26:56 • 3min
Is There Going to Be an Equity Offering?
29:49 • 2min
The Best CEOs Are the Ones That Don't Blame the Fed
32:14 • 2min
Eye Connections - The World's Largest Capital Introduction Platform
34:01 • 2min
On the Tape - Tom Lee and the Bear Thing
35:44 • 6min
Is the Fed Going to Cut Rates Any Time Soon?
41:40 • 5min
The Fed Raising 75 Dips a Clip?
46:32 • 3min
Stock Pickers Bottom Up Market
49:52 • 4min
Is There a Risk-Free Rate for Corporate Debt?
54:20 • 2min
The Past Leaders Are Not the Ones in the New Cycle
56:20 • 3min
Is There a Difference Between Performance Leaders and Leaders?
58:57 • 3min
Is There a Type 2 Error in the Market?
01:02:06 • 2min
How Do You Make a Bullish March, April Call?
01:03:43 • 2min
Is March, April Going to Be Important?
01:05:16 • 2min
The Biggest Risk Is Inflation
01:07:03 • 2min
Faxet - The Official Data Provider for Risk Reversal Media
01:08:47 • 3min
MRKT Call - Danny Boy - Is This a Bearish Play?
01:11:29 • 2min
Is the Bank of Japan on Life Support?
01:13:50 • 2min
Is the Bank of Japan a Seller of Our Treasuries?
01:15:33 • 2min


