RiskReversal Pod

Game’s The Same, Just Got More Fierce

May 30, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
The Market's Reaction to the Debt Deal
03:45 • 3min
3
The Upside of the Equity Market
06:37 • 4min
4
What's Getting Us to June 5th?
10:42 • 4min
5
The Power of Momentum in the Market
14:35 • 4min
6
The Twelfth Wave of the Pandemic
18:39 • 2min
7
China's Fading Recovery Reveals Deeper Economic Struggles, Ballooning Debt, Tepid Consumption and Worshiping Relations With the West to Weigh on Growth
20:45 • 3min
8
The Risk of Shutdown Is Building on Balsa Wood
23:59 • 3min
9
Lulu: A North American-Focused Company With Broader Issues
26:41 • 5min
10
How to Make Money This Week
31:37 • 4min