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
Introduction
00:00 • 2min
The Importance of Manufacturing in the Economy
02:08 • 2min
Optimism in the Equity Market
04:35 • 2min
The Fed's Evaluating of Mega Cap Tech Names
06:50 • 2min
The Fed's Positioning on the Chip ETF and the Cloud Computing ETF
08:48 • 3min
Microsoft Named Top Large Cap of Morgan Stanley Target Raised $415
11:42 • 2min
Microsoft: A Stock That You Don't Want to Trade
13:53 • 2min
The Bullishness of Amazon CEO Andy Jassy
15:57 • 2min
Oracle: A Better Cloud Play
17:37 • 2min
The Regional Banks and the Yield Spike
19:14 • 2min
The Importance of Quality in Banking Institutions
21:11 • 3min
Metas Threads: What It Means for Shareholders
23:48 • 2min
The Speed of Facebook's Social Graph
25:27 • 2min
The Impact of Twitter on Meta Growth
27:18 • 2min
The Importance of Meta in the Year of Efficiency
29:34 • 3min
Disney Stocks Off 30 Percent From Recent Highs
32:42 • 2min
Disney Under Pressure in Today's Sell Off as the Company Faces Severe Box Office Blues
34:41 • 3min
Netflix: A Momentum Stock?
37:14 • 2min
JP Morgan's Negative Call in the Materials Sector
39:30 • 2min
The Impact of China's Reopening on the Materials Sector
41:11 • 2min
The Sell Off and the Midday Word
42:52 • 2min
CNBC's Last Call on Vertex Pharmaceuticals
44:37 • 3min