Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 4min
Is the Delta Variant a Game Changer?
03:53 • 2min
Stocks Are More Expensive Than They Used to Be
06:19 • 3min
Are We in a Quot Pique Everything Environment?
08:54 • 2min
What Roll Does a Play Here?
10:49 • 3min
The Delta Variant Is What We Need to Wake Up the Half of the Country That's Resistant to Vaccines
14:17 • 2min
Vaccines
15:51 • 2min
Iri, You Know, I Never Believed Myself a Hundred %
17:47 • 5min
The Delta Varian
22:57 • 3min
Amazon and Net Fliks Are Not as Adoptable as Last Year
25:43 • 3min
Netflicks
28:53 • 4min
I Bought More Sky Works Bough More Corvo
33:15 • 4min
A Dead Money Versus a Slowly Unfolding Investment Story?
37:28 • 3min
The Stock Is Not an Earnings Play.
40:09 • 4min
Is It a Dumster Fire?
44:01 • 3min


