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 Bear Market and the S&P 500
01:31 • 2min
The Fiscal Background and Mid Cap Value
03:09 • 2min
The Uncertainty of the Inflation Cycle
05:15 • 2min
The S&P 500 Has Had Three Quarters of Declining Sales Trades at 30 Times Earnings
06:47 • 3min
The Importance of Multipleatter Bearings
09:45 • 2min
The Fed Rate Cut Could Turbocharge Tech Trade
11:28 • 2min
The Fed's Long-Term Strategy for Recession Risk Elimination
13:01 • 3min
Apple's Earnings Report Raising Price Target
15:56 • 2min
Apple Cell and Amsterdam's Pro-Apple
18:08 • 1min
Apple's iPhone 15 Cycle: A Bullish Thesis
19:35 • 2min
The Future of Apple's App Store
21:46 • 2min
The Underestimation of the US Consumer
23:57 • 2min
The Resilience of Consumer Data to the 5.3% Trend
25:42 • 2min
The Strength of the Economy in the First Half of the Year
27:17 • 2min
The Fed's Struggle to Bring Interest Rates to 6%
29:10 • 2min
Ethan Harris and the Early 2000s
30:56 • 1min
Goldman Sachs: A Poku to Leave
32:25 • 2min
The Tumult in the Goldman Partners
34:07 • 2min
Goldman Sachs and Morgan Stanley's Departures
36:00 • 2min
Jeff Curry's Retirement
37:45 • 2min
The Bloomberg Surveillance Podcast
39:24 • 3min