

Buy The Dip?
Jan 16, 2024
Discussion on the current state of the stock market, including the use of AI forecasting, upcoming earnings reports from big banks. Current market conditions, losses and gains in assets, personal health experiences. Excitement surrounding the Lions game victory and Microsoft's $1.5 billion deal with Vodafone. Apple's patent battle regarding a medical feature on Apple Watch. Poor performance of Boeing stock, potential impact of major crashes. Evaluation of Baba's stock, poor performance of Chinese stocks. Market's return to AI and technology plays, revisiting trading strategies. Where to find more content from one speaker, introduction of the 'alpha team'. Debate on the demand for AI chips and stock prices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Market Conditions, Sports, and Personal Health Experiences
01:52 • 3min
Lions Game Victory and Microsoft's 10-Year Deal
04:32 • 4min
Apple Watch Patent Battle
08:31 • 13min
Analyzing the Declining Stock Performance of Boeing
21:54 • 10min
Discussion on Baba's stock and the state of Chinese stocks
32:07 • 4min
The Market's Return to AI and Technology Plays
35:38 • 15min
Finding More Content and the Alpha Team
50:09 • 14min
Debating the Demand for AI Chips and Stock Prices
01:04:21 • 3min