Positioning Ahead of the Fed Rate Hike 9/21/22

1

Introduction

00:00 • 4min

2

The Federal Reserve Is Going High, They're Going to Hold, and It's Going to Hurt

03:57 • 2min

3

What's the Biggest Question for the Fed to Day?

05:37 • 2min

4

What's Going to Happen to the Bond Market?

07:38 • 2min

5

The Bias After the Fed Speaks to Day Is to the Upside

09:25 • 2min

6

Is There a Relief Rally?

11:07 • 2min

7

Do You Think Technology Is Getting More Steam Behind It?

13:11 • 2min

8

What Are We to Make of These Megacaps?

14:41 • 2min

9

Do You Need to Reassess Your Portfolio?

16:40 • 2min

10

Do You Have a Portfolio for Value Stocks?

18:42 • 2min

11

Louisiana Pacific Trades at Four Times.

20:33 • 3min

12

Pay Pal

23:49 • 2min

13

Pay Pal

25:43 • 2min

14

Pay Pal - I Don't See Further Downsides

27:17 • 2min

15

The Trump Organization's Response to the Lawsuit Filed by the Attorney General of the State of New York

29:31 • 2min

16

The Fed and the C Eos of Major Us.

31:03 • 3min

17

Is This a Good Time to Buy Bank Stocks?

33:46 • 2min

18

The Tepid Enthusiasm Around Financials

36:01 • 2min

19

I Agree With, I Agree Ith Joe. I Have a Small Position in Goldman.

37:33 • 2min

20

Do You Think the Two Year Note Might Be on Your Mind?

39:04 • 2min

21

Is the Fed Really Taking the Starch Out of the Economy?

40:35 • 2min

22

Meta, the Former Facebook Is Looking to Trim Costs by at Least Ten % in the Coming Months

42:10 • 2min

23

Raining in Costs, Is It a Growth Value Trap?

43:54 • 2min

24

The Power of Appreciation

45:52 • 2min