Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
The Consequences of a Rate Cut for Inflation
03:48 • 3min
The Importance of Morale in a Culture
07:15 • 3min
Nvidia: The Only Cheap Stock in Town?
10:40 • 2min
The TLT Is Making a Bottom
13:09 • 2min
The Perversion of Equity Rates
15:24 • 2min
Apple: A Stock That's Expensive
16:58 • 3min
Apple's Strength Since Gen One
19:36 • 3min
The Face of Fear: Microsoft and Apple's Defensive Position
22:57 • 4min
The Importance of Inputs in the Stock Market
26:28 • 4min
Zscaler: A Stock That's Getting Destroyed Today
30:52 • 2min
The Importance of Capitulation in the Market
32:52 • 3min
The Volatility of the Rates Market
35:28 • 4min