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
Introduction
00:00 • 2min
The High Probability for a Correction on Equities
01:44 • 2min
The Market Continues to Broaden Out
03:46 • 2min
The Market's Still on the Edge of Recession
06:15 • 2min
The Rise and Fall of the S&P 500
08:12 • 2min
The Economic Recession and the Value of Mega Cap Companies
09:56 • 2min
The Disruption of AI
12:25 • 2min
Microsoft's Recession Looks Like a Rolling Rally
14:00 • 2min
The Future of AI
15:42 • 2min
Netflix's Upgradation at Goldman Sachs
17:41 • 2min
Netflix's Free Cash Flow Is on Hold
19:33 • 2min
Clover and Merchant 1: A New 52 Week High
22:02 • 3min
Meta's Threads Launch Could Create a New Growth Driver for Twitter
24:44 • 2min
Threads: A Threat to Twitter
26:18 • 2min
Twitter's Mess Ups Are Creating an Opportunity for Meta
28:14 • 2min
ETFs Deliver Mixed Messages in the First Half of the Year
29:54 • 2min
ETFs for the Second Half
31:53 • 3min
UPS Shares Lower as a Potential Strike Looms
35:11 • 2min
The Impact of the International Brotherhood of Teamsters on the US Economy
36:48 • 2min
The Federal Reserve's Debate on the Federal Reserve
38:23 • 2min
The Fed Minutes Coming Up After 2 p.m. Eastern Time
40:06 • 2min
Iron Mountain: A Real Estate Investment Trust in No Man's Land
41:47 • 2min
The Magnificent Seven, the SPY and the XLK
43:22 • 2min
CNBC's Halftime Report: The Podcast
44:56 • 3min