

Weekly Market Recap: Play The Rally Or Load Up On Treasury Bonds? Or Both?
May 27, 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 27 28 29 30 31 32 33 34
Introduction
00:00 • 2min
The Importance of Memorial Day
02:14 • 2min
The Tough Times of Teaching Anxiety
04:03 • 2min
The Optimism Around Debt Ceiling Deal
06:28 • 3min
The Debt Ceiling and the Freedom Caucus
08:58 • 2min
The Debt Ceiling Won't Be Revisited Until After the 2024 Election
10:32 • 2min
The Republicans' Debt Ceiling Debate
12:44 • 2min
The Leverage Point in the Economy
14:55 • 2min
The Euphoria Around Nvidia's AI
16:26 • 2min
The Overvaluation of Nvidia
18:15 • 5min
The Limits of the GPU Market
22:49 • 1min
The Doom and Gloom Data Out There
24:18 • 2min
The Bubble Lance
26:44 • 3min
How to Trade in a Bubble
29:28 • 4min
The Towering Inferno Risk
33:33 • 5min
The Risks of Accelerated Earnings Growth
38:22 • 3min
The Price of NVIDIA on the GPU Market
41:31 • 2min
The Oversold Energy Sector
43:23 • 2min
How to Tell When to Go Hard Into a Stock
45:23 • 2min
How to Buy NVIDIA
47:38 • 4min
The Fed's Preference for Core CPE
51:12 • 3min
The Declining GDP of the Services Sector
54:14 • 3min
The Economic Impact of Rate Hikes on the Economy
57:24 • 4min
The Recessionary Risks That Are Out There
01:01:03 • 4min
Time for Treasury Bonds May Have Come
01:05:10 • 3min
The Inverse Relationship Between Bond Yields and Prices
01:08:00 • 3min
The Long-Term Drive of Yields
01:11:11 • 4min
The Sandwich Generation: How We're Squeezing Our Parents
01:14:53 • 5min
The Importance of Prioritizing Retirement Over Higher Education
01:19:36 • 2min
The Importance of Saving for Retirement
01:21:08 • 3min
The Importance of Planning for Your Elderly Parent
01:24:28 • 4min
How to Launch Your Child Into the World Economically
01:28:08 • 3min
The Importance of Elder Care
01:30:56 • 6min
The Risks of Self-Made Wealth
01:36:26 • 3min