Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 4min
The Fed Expectations for 2022
03:33 • 4min
The Downside Risks of Robust Economic Growth
07:44 • 3min
The Risk of the Fed Hiking Rates on Small Cap Growth Companies
10:15 • 3min
The Relationship Between Discount Rate and Long Term Stocks
13:05 • 2min
The Dispersion of Factors in the Equity Markets
14:40 • 4min
The Trends for Value and Growth Stocks
18:12 • 3min
The Value Factor: How It Will Perform Over the Next Three, Six, 12 Months
21:21 • 2min
Apple's Value in the New Year
23:14 • 2min
The Volatility of Small Cap Stocks in 2022
24:46 • 2min
How to Evaluate Emerging Markets and China
27:08 • 2min
Emerging Markets: The Risks and Opportunities
28:45 • 3min
The Importance of Macro Analysis in Predictions
31:52 • 2min
How Analyst Estimates Influence Stock Prices
33:42 • 3min
How Analyst Ratings Influence Earnings Estimates
36:15 • 4min
Pfizer's Earnings Revision Trend
40:03 • 3min
Pfizer's Earning Story Is Getting Better
43:08 • 3min
Pfizer: The Worst Stock in the Russell 3000
45:45 • 4min
Apple's Market Cap of Three Trillion Dollars Is Still Positive
49:40 • 2min
The Earnings Season Is Approaching
52:08 • 3min
Annulus Forecasts for 2022 Earnings Growth
54:47 • 3min
The Favorability of Specific Sectors and Industries
57:55 • 3min
Shipping Stocks: A Cyclic Industry
01:00:27 • 3min
The Importance of Analyzing Trends
01:02:58 • 4min
How Potent Are Earnings Revisions in the Markets?
01:07:23 • 2min
The Bearishness of the Market
01:09:15 • 5min
The Fed's Balance Sheet and Stock Prices
01:14:08 • 3min
The Fed's Long-Term Interest Rate Outlook for Bond Yields
01:17:22 • 2min
The Fed's Commitment to Raising Rates Means Bond Yields Will Stay in the Broad Range
01:19:22 • 2min