Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Fed Is Hawkish on Wednesday
02:04 • 3min
The Market's Looking for a Reason to Do Something
04:41 • 4min
The Volatility of the Treasury Market
08:14 • 3min
The Multiple Expansion of the Market
11:42 • 5min
The Importance of Price Matters in the Market
17:03 • 1min
The Inflationary Pressures on the Chip Space
18:32 • 2min
The Ratcheting Up of Micron's Stock
21:00 • 3min
The Risks of AI Bubble
24:30 • 2min
NVIDIA's Earnings Guy
26:59 • 6min
The CEO's Surprise at Nvidia's Performance
32:41 • 2min
The Rise of Retail Consumers in Japan
34:39 • 4min
The Fed's Battle With Inflation
38:49 • 2min
Liz Young's Instagram
41:13 • 2min
Nike Tops Out in Mid November of 2021
42:54 • 5min