

I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
10 snips Jun 2, 2023
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
Introduction
00:00 • 3min
The Mixed Messages in the Job Market
03:17 • 2min
The Russell 2000 Small Camps Kit Get Out of Their Own Way
05:05 • 2min
The Market's Unfragile Footing
06:49 • 3min
Nvidia's $4 Billion Revenue Beat
09:28 • 2min
The Frustration of Betting on the Housing Market
11:37 • 4min
How to Buy NVIDIA Stock at $64
15:08 • 2min
NVIDIA's $10 Billion Shelf
17:20 • 3min
The Moment I Feel It in My Plums
20:29 • 3min
Dollar General's Dollar Tree Is Down 16% on Thursday
23:21 • 4min
The Effect of COVID on the Stock Market
27:03 • 2min
The Dangers of Being Cautious in the Market
28:57 • 3min
The Importance of Staying Long
31:50 • 2min
The Tap on the Shoulders on Levered Funds
33:29 • 2min
The Power of Market Humility
35:15 • 2min
How to Trade the World's Most Reputable Futures Markets
36:55 • 2min
The First Half of 2020: What Investors Got Wrong
38:59 • 2min
How to Make Money in the US Stock Market
40:46 • 4min
Quantitative Tightening: How to Measure the Impact
44:16 • 3min
The Reopening of China's Equity Market
47:46 • 4min
The Importance of China in the Stock Market
51:39 • 2min
The Rise of China Demand
53:30 • 2min
The Dollar Strengthening in May
55:26 • 2min
The Fed's Next Move Is a Cut
57:23 • 3min
The Fed's Fast Rate Hiking Cycle and the Impact on the Economy
01:00:22 • 3min
The Impact of Japan's Interest Rates on the Markets
01:03:44 • 4min