The Song Remains the Same with Alfonso Peccatiello of The Macro Compass

1

Introduction

00:00 • 2min

2

The Sea and the Future of Tech

01:46 • 3min

3

The S&P 500: A Snoozefest

04:33 • 2min

4

The Impact of the Credit Pullback on Bank Earnings

06:22 • 2min

5

The Impact of the Credit Crunch on Small Businesses

08:03 • 2min

6

The Underperformance of the Russell 2000 Small Caps

10:13 • 2min

7

Savita's Comment on Earnings

12:05 • 2min

8

How to Cost Your Way to Profitability

14:06 • 2min

9

The NASDAQ's QQQ

15:48 • 3min

10

Microsoft's Multiple Expansion

19:04 • 2min

11

The Risk of Multiples on Big Tech

20:54 • 2min

12

Coca-Cola's Organic Growth

23:17 • 3min

13

The Fed's Preference for Recession Timing

26:47 • 2min

14

The History of the Fed Cutting Rates

28:22 • 2min

15

The Market's Forecast for the Next Week Is Excruciatingly Long

30:45 • 2min

16

The One Day Volatility Index Starts Today

33:12 • 2min

17

How to Trade Futures Markets With CME Group

34:54 • 2min

18

The Macro Compass: How to Invest in Q2

36:59 • 2min

19

The Importance of Understanding the Macro Compass

38:32 • 3min

20

The Muscle Memory of the Market

41:28 • 2min

21

The Muscle Memory of the Fed's Intervention

43:45 • 2min

22

The Risk of Buying Insurance When the House Is on Fire

45:27 • 2min

23

The Fed's Credibility in a Recessionary Environment

47:20 • 4min

24

The Disadvantages of Hiring Temporary Workers

51:02 • 3min

25

The Bear Market and the Stock Market

53:43 • 2min

26

How to Avoid Lagging Indicators

56:10 • 3min

27

The Stock Market's Response to a Recession

59:26 • 2min

28

The Importance of Risk-Free Rates

01:01:48 • 4min

29

How to Pick the Right Stocks for Your Portfolio

01:06:16 • 3min