Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 6min
The Market Is Resilient as Hell
05:52 • 3min
The Blackstone Slide
09:21 • 4min
The Best Case Scam - I'm Hard Pressed to Believe It's Going to Happen Again
13:28 • 3min
The Real Risk Is That Services Stay Elevated
16:13 • 5min
Is There a Bottomless Pit Left?
21:30 • 6min
The Biggest Prop Trade in the History of Financial Markets
27:14 • 2min
S&P 500 Companies Exceed Estimated Earnings by 1.3%
29:06 • 2min
Frickin' EY Drop in Knowledge
30:50 • 4min