Wealthion - Be Financially Resilient

Weekly Market Recap: Play The Rally Or Load Up On Treasury Bonds? Or Both?

May 27, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Memorial Day
02:14 • 2min
3
The Tough Times of Teaching Anxiety
04:03 • 2min
4
The Optimism Around Debt Ceiling Deal
06:28 • 3min
5
The Debt Ceiling and the Freedom Caucus
08:58 • 2min
6
The Debt Ceiling Won't Be Revisited Until After the 2024 Election
10:32 • 2min
7
The Republicans' Debt Ceiling Debate
12:44 • 2min
8
The Leverage Point in the Economy
14:55 • 2min
9
The Euphoria Around Nvidia's AI
16:26 • 2min
10
The Overvaluation of Nvidia
18:15 • 5min
11
The Limits of the GPU Market
22:49 • 1min
12
The Doom and Gloom Data Out There
24:18 • 2min
13
The Bubble Lance
26:44 • 3min
14
How to Trade in a Bubble
29:28 • 4min
15
The Towering Inferno Risk
33:33 • 5min
16
The Risks of Accelerated Earnings Growth
38:22 • 3min
17
The Price of NVIDIA on the GPU Market
41:31 • 2min
18
The Oversold Energy Sector
43:23 • 2min
19
How to Tell When to Go Hard Into a Stock
45:23 • 2min
20
How to Buy NVIDIA
47:38 • 4min
21
The Fed's Preference for Core CPE
51:12 • 3min
22
The Declining GDP of the Services Sector
54:14 • 3min
23
The Economic Impact of Rate Hikes on the Economy
57:24 • 4min
24
The Recessionary Risks That Are Out There
01:01:03 • 4min
25
Time for Treasury Bonds May Have Come
01:05:10 • 3min
26
The Inverse Relationship Between Bond Yields and Prices
01:08:00 • 3min
27
The Long-Term Drive of Yields
01:11:11 • 4min
28
The Sandwich Generation: How We're Squeezing Our Parents
01:14:53 • 5min
29
The Importance of Prioritizing Retirement Over Higher Education
01:19:36 • 2min
30
The Importance of Saving for Retirement
01:21:08 • 3min
31
The Importance of Planning for Your Elderly Parent
01:24:28 • 4min
32
How to Launch Your Child Into the World Economically
01:28:08 • 3min
33
The Importance of Elder Care
01:30:56 • 6min
34
The Risks of Self-Made Wealth
01:36:26 • 3min