What Happens When the Leaders Crumble, and What’s Next for Fintech. 05/19/22

1

Introduction

00:00 • 2min

2

Is Apple a Driver for the Broad Market?

01:45 • 2min

3

Is Apple an Expensive Stock?

03:27 • 3min

4

Is the Generals Coming After the Generals?

06:49 • 2min

5

The Stock Market Is Down 23 % in One Shot

09:17 • 2min

6

Stagflation Is Your Base Case Scenario

10:55 • 2min

7

Is the Pique Inflation Rate a Cheap Argument?

12:59 • 2min

8

The Fed Needs to Be Aggressive on Demand Management

15:14 • 2min

9

Are We Priced for Stagation?

17:35 • 2min

10

Investing in Cryptocurrencies Through Your Retirement Account

19:32 • 2min

11

Applied Materials - The Leader in 5G

21:23 • 2min

12

Semi Conductors Are Showing Some Defensiveness After a Major Pullback

23:02 • 2min

13

Stocks Surging After a Beat on the Top, on the Bottom Lines

24:33 • 2min

14

Is There a Divergence in Capex?

26:38 • 2min

15

Investing in Cryptocurrencies Through Your Retirement Account

28:18 • 2min

16

Can the Decline in Delinquencies Continue?

30:24 • 3min

17

The Finteck Multiples Have Come Down a Lot, but What's the Right Number?

32:56 • 3min

18

Is Pay Pal Getting Back to Its Match Loads?

35:59 • 2min

19

Coal State's Earnings Mistakes

37:47 • 4min

20

The Chair Women Are Dead On, but I Love to See Her Exerted

41:23 • 2min

21

The Latest Elin Must Twitter Deal Isn't Going to Happen

42:58 • 2min

22

The Steel Can, You Signed It, You 'Caved It'

45:06 • 3min