Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Fed Is Keeping the Pedal on the Metal for Too Long
01:38 • 3min
Did They Screw It Up?
05:08 • 2min
The Overshoot of 4,000 Is a Good Call but Is It Gonna Exhaust Itself?
07:24 • 3min
Is the VIX Getting Exhausted?
09:57 • 3min
Is the 10-Year Treasury Yield Going Down?
12:45 • 2min
Buyback Thoughts on the Gap
14:57 • 3min
The Bear Market Is Not Impervious
18:25 • 3min
Is This the Capitulation the Market Has Been Waiting For?
21:10 • 2min
The Market Is Getting Closer and Closer but You Know What Is Going to Happen?
23:26 • 4min
Is Warren Buffett's Latest Buy a Taiwan Semiconductor a Low Probability Bet?
26:58 • 3min
Is There a Blockade of Taiwan Semi?
29:31 • 3min
Commodity Market Call
32:03 • 2min
The S&P 500
34:14 • 2min