I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft

1

Introduction

00:00 • 3min

2

Dot Plots Are Done Quarterly

02:46 • 2min

3

We're Only Down 16% in the S&P 500 and That Just Seems Like Lunacy

04:38 • 2min

4

Are You Concerned About Credit Spreads?

06:48 • 2min

5

S&P 500 Earnings Forecast for 2022

09:10 • 2min

6

Is There a Rollover for High Growth High Valuation Stocks?

11:07 • 2min

7

Is 5% Unemployment a Good Thing for Equity Markets in 2023?

13:30 • 3min

8

Does It Take the System Stock Market Break?

16:14 • 2min

9

The Blackstone Read the Read Right It's Not a Again Nothing Wrong With Blackstone

17:56 • 2min

10

Tesla Is a Stock That's Going to Go Down and Tesla Is Going Down

20:08 • 2min

11

Tesla Stocks - Should I Sell Stock to Pay Taxes?

22:02 • 2min

12

Payment for Order Flow and Rebates Are the Two Easy Things to Attack

23:41 • 2min

13

GameStop - The One Name That Reflected All This Market Structure Stuff

25:26 • 2min

14

OnTheTape in 2021 Is a Stock That's Not a Speculative Investment

27:01 • 2min

15

Do You Want People That Own Dogecoin to Sell It?

28:38 • 2min

16

Picking Your New York Giants

30:28 • 2min

17

CME Group Introducing Event Contracts for Individual Investors

32:11 • 2min

18

The World's Largest Capital Introduction Platform in the Alternative Investment Industry

34:14 • 2min

19

The Parthenon for Energy Analysts

36:16 • 3min

20

Oil and Commodities - Is There a Geopolitical Risk Premium in the Market?

38:51 • 2min

21

OPEC Is a Really Important Factor When We Think About 2023

40:35 • 2min

22

OPEC Market Fundamentals

42:46 • 2min

23

Russia Price Cap at 60 Hours - What Does This Really Mean to the Market?

44:38 • 4min

24

Putin's Health Is a Great Question

48:10 • 2min

25

Is There a Change in the US Dollar in the Middle East?

50:23 • 2min

26

The Energy Security Imperative Has Really Changed the Conversation in Washington

52:33 • 3min

27

Nuclear Is a Key Component of the Net Zero Strategy

55:08 • 2min

28

Putin's Using a Nuke in Ukraine Could That Be a Red Line?

57:07 • 2min

29

The Key Inputs for OPEC Action

59:10 • 2min

30

The Biden Administration and the SPR

01:01:26 • 2min

31

LNG and Europe's Transition to a Long-Term Pricing Model

01:03:42 • 3min

32

What's the Trade for 2023?

01:07:00 • 2min

33

The Next Bull Catalyst for Oil

01:09:20 • 3min