RiskReversal Pod

Point Of No Return & A Conversation With Tom Lee

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