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 28 29
Introduction
00:00 • 2min
The Broadening Out of the Markets
02:03 • 2min
The Broadening Out of the Equity Market
03:37 • 2min
The Sharpening of the Yield Curve
05:15 • 2min
The Fed's Message on Yields
07:21 • 3min
The Fed's Reluctant to Listen to Inflation
10:10 • 3min
Nvidia Apple's Concerns About a China Taiwan Situation
12:44 • 2min
The Importance of Manufacturing in China
14:57 • 2min
The Energy Complex Is Starting to Prove Itself
17:04 • 2min
The Fed's Job Harder: Housing Market Bottoming Out
19:21 • 2min
The Housing Market Bottom on Friday
20:58 • 3min
Coke and Proctor's Earnings Preview
23:55 • 2min
The Flip Side of Organic Growth
25:46 • 2min
How to Make Money in the Alternative Investment Industry
27:41 • 3min
The Magnificent Seven
30:15 • 3min
Tesla's Stock Traded Off
33:16 • 3min
Spotify's Price Increase Is a Smart Move for the Stock Market
36:08 • 2min
Microsoft's Stock Rallyed to a New 52-Week High
38:05 • 2min
Microsoft's Optimism About AI
39:47 • 2min
Microsoft's Open AI Price Increase Will Increase Revenues
41:52 • 2min
Alphabet's Stock Price Breaks Out
44:10 • 2min
Google's Handoff Between the 10 Blue Links to a Single Results
46:08 • 2min
Google's Transition to Open Source
48:38 • 3min
The Impact of Threads on the Daily Active User Number
51:50 • 2min
The Future of Twitter
54:16 • 3min
Apple's AI Pressure Points
57:01 • 2min
Apple's Negative Pre-Announcement on Smartphones
59:25 • 3min
Amazon Reports Next Week
01:02:19 • 3min
The Future of AI
01:05:22 • 4min