

Jamie Dimon’s Warning + Chart Check on Market Breadth
Jan 17, 2024
The hosts discuss the possibility of Anthony Noto as CEO of EY. They analyze the success of the Green Bay Packers and share thoughts on Mike McCarthy. They explore the impact of retail sales on consumer spending. Mainstream media coverage's significance on market sentiment is discussed. The performance of retail stocks and home builder sentiment are analyzed. They discuss market sentiment, mortgage rates, and potential long-term risks. The current state of market breadth is examined. They discuss the beloved airline Midwest Express and warm cookies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Packers' Victory and Thoughts on Mike McCarthy
01:57 • 7min
Retail Sales, Consumer Strength, and the Relationship between Yields and Stocks
09:01 • 3min
Mainstream Media Coverage and Market Sentiment
12:00 • 4min
Analysis of Retail Stocks, X and Y Charts, and Home Builder Sentiment
16:05 • 3min
Market Sentiment and Mortgage Rates
19:22 • 9min
Market Breadth and Catalysts for Market Movement
28:20 • 18min
Nostalgic memories of Midwest Express airline and warm chocolate chip cookies
46:25 • 2min