Q2 Kickoff, Oil Surges on Surprise OPEC+ Cut, Ari Emanuel and Vince McMahon on Endeavor-WWE deal 4/3/23

1

Introduction

00:00 • 2min

2

The White House Blows It on the SPR

02:26 • 3min

3

The Bank Start and the Q2 Gain

05:00 • 2min

4

The Death of Office Real Estate

07:14 • 2min

5

How to Be a Bearish Investor

09:33 • 2min

6

Endeavour Wins Battle Royal for WWE

11:59 • 4min

7

Vince McMahon's Role in WWE's New CEO

16:25 • 4min

8

The Emotions of Parting With WWE

20:49 • 3min

9

The Yellowstone Duck Dynasty Bias

24:06 • 3min

10

Vince McMahon's TKO Technical Knockout

27:00 • 2min

11

Tesla Is Up 68% in the Fourth Quarter

28:32 • 2min

12

Tesla Files for a Common Offer

30:15 • 2min

13

The Rise and Fall of American Express

31:50 • 2min

14

The Street Has Hatred Paychecks No Matter What

33:56 • 3min

15

Ray Cuts Down the Road in the Face of Weakness

37:03 • 2min

16

The Future of AI

39:06 • 4min

17

The QSR Upgrade on Friday

42:41 • 2min

18

ISM at the Top of the Hour, but First Manufacturing PMI

44:22 • 3min

19

The Value Trap: Why Not Pump Companies?

47:39 • 3min