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
Introduction
00:00 • 4min
Jerome Powell's Comparison to Sir Thomas Wyatt
03:53 • 4min
The Too Big to Fail Regulation of Regional Banks
07:26 • 4min
The Importance of Quantitative Reasoning
11:03 • 2min
The Long Term Effects of Banks on the Economy
12:36 • 2min
The Dangers of the Duration Bubble Bursting
14:48 • 2min
The Fed's Forecast for a Recession
16:28 • 3min
The Fed's Revisions for Q1
19:03 • 2min
The S&P 500 Is Up 75 Basis Points in the Futures
21:20 • 3min
ExxonMobil's Q1 Earnings
24:28 • 2min
The Importance of Looking at the World From 30,000 Feet
26:01 • 2min
The Regional Banking Crisis Is a Sideshow
27:36 • 3min
The Bottom-Down Pressure on Cryptocurrencies
30:09 • 2min
How to Make Your Role Work for You
32:18 • 4min
The Gold Pullback Is a Buying Opportunity
36:18 • 2min
The Impact of the ECB on the Currency Market
37:49 • 2min
Apple's 5% Year Over Year Growth
40:04 • 4min
How Apple Is Using Banking to Get iPhone Sales
43:47 • 2min
The Fear of Apple's Future
45:47 • 2min
Apple: The Last Big Tech Company to Report
47:18 • 3min
The Price War With Uber and the List Founders
50:08 • 4min
The Price War for Uber
53:45 • 3min
The Rise and Fall of Cryptocurrencies
56:57 • 2min
How to Play the Interest Rate Curve in the Stock Market
58:57 • 2min
The Importance of Bottom-Up Work on Longs and Shorts
01:00:41 • 2min
The 2018 Triple Crown at Churchill
01:02:19 • 2min
Danny Moses on the Race to Churchill Downs
01:04:36 • 2min