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 25 26 27
Introduction
00:00 • 2min
The Importance of a Different View of the Market
01:51 • 2min
The New Generation of Investors
03:21 • 2min
The Market's Reaction Function Has Changed
05:12 • 2min
The Relationship Between Rates and Tech
07:18 • 2min
The Importance of Rates in the Market
08:51 • 1min
The Battle Between the Market and the Fed
10:21 • 2min
The Best Returns for the Rest of 23, Short-Term Treasuries, at 26%
12:09 • 2min
The Rise of the Equity Market
14:20 • 2min
The Paradigm Shift in Risk Management
16:07 • 2min
The Market Looks Forward Six to Nine Months
18:04 • 2min
The Catch Up Trade in Small Caps
19:57 • 2min
How to Ride the Winners
21:31 • 2min
The Importance of Following the Cash Flow
23:12 • 2min
The Markets: A New Series From Goldman Sachs
24:50 • 2min
Nike's First Earnings Missing Some Three Years
26:49 • 2min
How to Buy a New Nike at a Ford Multiple
28:27 • 2min
The Markets: A New Series From the Goldman Sachs Exchanges Podcast
30:39 • 2min
How to Keep Investors Invested Long Term
32:09 • 2min
The Best Stocks for the Second Half
33:59 • 3min
Tech and the Second Half of the Year
37:04 • 2min
Corporate America Can Play a Great Role in Advanceing Diversity, Equity and Inclusion
39:14 • 1min
Should I Sell or Should I Hold Gold?
40:44 • 2min
Weiss Jimmy Battle
42:19 • 2min
AAPL: The Second Half
43:51 • 2min
Apple's Status Quo: A Favorite Stock in Every Portfolio
45:30 • 2min
CNBC's Last Call: The Story Behind the Numbers
47:07 • 2min