
Squawk on the Street The Market Rally's "Drive for Five" and Jamie Dimon's Letter to Shareholders 4/4/23
Apr 4, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
The Bank Discount Will Come Off
02:34 • 3min
How Long Will the Market Look Over Its Shoulder?
06:01 • 2min
The Decline of Incentives in the Stock Market
08:29 • 2min
The S&P 500's Rally Is Almost Totally Due to 20 Companies
10:36 • 2min
Ford's Q1 Sales Are Up 10.1%
12:50 • 3min
G.M. Presents at B of A
15:52 • 1min
Kramer's Mad Dash Countdown to the Opening Bell
17:22 • 2min
Credit Suisse's Axel Lehman Apologizes to Shareholders
19:42 • 2min
The JP Morgan Desk: What's 41-50 as an Area Where You Might Sort of Pull More Goals In?
21:43 • 2min
The Rise of Nvidia
23:22 • 2min
The Bears Point Is That the Deals Over There Are Now Less Discretionary and Valuation Below End of Historical Range
24:57 • 2min
Coke's Defensive Moves
27:26 • 2min
Walmart's Investor Day
29:23 • 3min
Apple Pays Down $4 Billion in Debt
32:23 • 3min
The Go Out Trade Is the One I Am Concerned About on Friday
35:01 • 2min
The Importance of Travel Trust in Retail
37:17 • 3min
Raymond James's Switch Plate: The Future of Drones
39:47 • 2min
The Value Traps of Russia
42:13 • 2min
