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 23 24 25 26 27 28 29 30 31
Introduction
00:00 • 2min
How to Be Bullish in the Short Term
02:20 • 3min
The Rise of Over 55 Equity Allocation
04:58 • 2min
The Importance of Automated Investing
06:30 • 2min
The Rise and Fall of Single Stocks
08:04 • 2min
Netflix Upgrades to Neutral From Sell
10:09 • 2min
Cara Continues to Pull: Netflix Shares Are Up 37%
12:28 • 2min
The Inflation Print Is Still on TSA
14:13 • 2min
Disney Is in a Bad Spot
16:01 • 2min
Disney Plus: Is It Sufficiently Cheap?
17:37 • 2min
Tech Bros Were Wrong About What Was Happening Even Just in Their Corner of the Universe
19:12 • 3min
The Tech Recession Is Over
21:46 • 2min
The Implications of the Great Resignation
24:00 • 3min
The Future of Mortgage Rates
27:14 • 2min
The Future of Mortgage Rates
28:59 • 2min
Redfin: The First Time in a Year That Average Sales to Price Ratio Is Over 100%
30:31 • 2min
The Wall Street Journal: The Millennial Answer to the Baby Boomer McMansion
32:12 • 2min
The Importance of a Modern Farmhouse
33:49 • 2min
The Importance of Execution
35:31 • 2min
The Threat to Twitter
37:52 • 2min
The End of Twitter
40:10 • 2min
Twitter and Instagram: A New Experience for Text Ideas
41:50 • 2min
Why Nobody Copyed Twitter Because It Was Such a Bad Business Model
44:13 • 2min
Twitter's Shares Are Down 50%
46:26 • 2min
The Importance of Tipping
47:56 • 2min
The Lord of the Rings
49:42 • 2min
The Terminalists
51:21 • 3min
The Best Spider-Man Movies of All Time
53:56 • 2min
The Best Movies of the 90s
55:37 • 2min
Primal Fear: A Time to Kill
57:22 • 2min
Why People Used to Look So Much Younger Than They Do Today
59:01 • 2min