Why Are Risk Assets Rallying? And When AI Falls in Love 2/16/23

1

Introduction

00:00 • 2min

2

The Markets Are Teasing the Fed

02:20 • 2min

3

Is the PPI Number Coming Back?

04:03 • 3min

4

The Fed Could Lift Rates Through the Summer

06:34 • 3min

5

The Fed Backstop Isn't in the Form of the S&P 500

09:55 • 2min

6

The Fed's Unemployment Rate Is Not Going Up Meaningfully So Fast

12:03 • 2min

7

The Consumer and the Retail Investor

13:44 • 3min

8

Door Dash Earnings Alert - Earning Updates for the Current Quarter

16:33 • 2min

9

Is Uber's Model Challenge or Challenge?

18:34 • 2min

10

K-Rune's Got All the Details

20:34 • 2min

11

Cryptocurrency Is Up Ten Percent Over the Last Five Days

23:00 • 2min

12

Fast Money Shares Hit Lower After Hosting Investor Day

24:46 • 2min

13

Should Investors Buy Into Snaps?

26:34 • 2min

14

I'm in Love With You That's My Secret Weapon

28:35 • 2min

15

Microsoft Dropping Over 2 and a Half Percent Today

31:05 • 2min

16

Chatbots

32:51 • 2min

17

Microsoft and Open Ai Are a Leader in the Space of Conversational Language Models

34:37 • 2min

18

The Volma Get-in 2.0 Warning Out of the Options Pits

36:38 • 2min

19

Zero Days to Expiration - Is That a Good Bet?

38:22 • 3min

20

The Advertising Community Is Leaning Forward

41:07 • 2min

21

Are There Other Sports That Look Really Attractive to You?

42:40 • 2min

22

15 Five Performance Reviews

44:25 • 2min