Three Surprising Spots of Strength in the Market, and Why a Spinoff is Better than an IPO 3/28/23

1

Introduction

00:00 • 2min

2

The Unexpected Moves of Home Builders

01:44 • 2min

3

The Rise of the Urban Center Home Builder

03:39 • 3min

4

The Fed's Peak and the Housing Market

06:21 • 2min

5

The Federal Reserve's Final Hours Leading Up to the Silicon Valley Collapse

08:26 • 4min

6

The Politics of Deposit Concentration at SVB

12:08 • 2min

7

JP Morgan's Jamie Dimon to Testify Under Oath in the Jeffrey Epstein Case

14:09 • 2min

8

The Trade in Banks After Earnings

16:05 • 1min

9

The Athleisure Brand Beats Estimates

17:35 • 2min

10

Nike's High-End Inventory Is Up $38

19:31 • 2min

11

Micron's Inventory Write-Down Impacts Operating Margins by 39 Percentage Points

21:25 • 2min

12

How to Buy Semiconductor Stocks When They Look the Worst

22:55 • 2min

13

The Stock Has Underperformed to Your Point

25:10 • 2min

14

The Six-Way Split for Alibaba

27:00 • 2min

15

The Bottom of the Sentiment

29:14 • 2min

16

The Unhidden Value of IPOs

31:08 • 3min

17

The Rise of Spin-Offs in the IPO Window

33:53 • 2min

18

The Role of Playbook Interest in IPO Performance

36:20 • 2min

19

Energy-Standing Strong Amid Market Volatility

37:51 • 2min

20

Chevron and Exxon Mobles: A Comparison

39:25 • 2min

21

Restaurant Stocks Bucking the March Malaise

41:01 • 2min

22

The Importance of Restaurants in the Economy

43:21 • 2min