Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Good Old Economy and the New Economy Rally Together
01:59 • 2min
Is There a Battle Going on With Risk Assets?
04:10 • 2min
Is There Doom and Gloom in Equities?
06:34 • 3min
The Chinese Reopening Story Will Be Decided by Us in the West
09:41 • 2min
Small Caps Are Already Starting to Work
11:35 • 5min
Is There a Diversification in the S&P 500?
16:57 • 4min
Small Caps
20:39 • 2min
The Future of Cloud Strategy, Technology and Innovation Gap
22:55 • 4min
Small Caps - A Great Opportunity for Small Cap Investors
27:20 • 5min
What's Up, Revolutionary?
32:19 • 3min