Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
What It Feels Like to Be Bearish on a Day Like Yesterday
02:04 • 3min
I Would Call Bull Crap on This Rally
05:23 • 3min
The Near Term Forward Spread
08:21 • 3min
Holiday Rally Could Start in December
11:42 • 3min
Is the Dow Doing Well?
14:42 • 3min
What's Going to Be the Catalyst for the Stock Market?
17:27 • 4min
PMIs
21:17 • 4min
Is a Pivot Bullish for Stocks?
25:12 • 2min
Are Consumer Disciplined Stocks OK to Have in the Portfolio?
27:32 • 2min
The S&P 500 Estimates for 2023 Are Going to Come Down.
29:38 • 2min
Is There a Contraction Over 2023 Earnings?
31:40 • 3min