Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
The Internet Bubble, I'm Not the First Normal.
02:15 • 3min
Is There a Slowdown in Interest Rates?
05:00 • 4min
Private Market Valuations Aren't Meaningful Year Over Year, Right?
09:17 • 2min
The Wall Street Journal Article on Semi Conductors
11:13 • 3min
TikTok
13:45 • 3min
What Does That Mean for US-China Relations?
16:41 • 3min
Tesla Is Going to Be the Story of the Markets of 2023
19:23 • 3min
Tesla Stock - A New 52 Week Low Around 124
22:13 • 2min
Is the Fed Going to Come to Your Rescue in the Form of an Equity Market?
24:36 • 3min