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
Introduction
00:00 • 2min
The Importance of Stock Picking
01:34 • 2min
The Binary Week: Nervousness in the Leadership Group
03:08 • 2min
The Future of Tech
05:07 • 2min
The Year of Technology
07:30 • 2min
The Relationship Between Higher Interest Rates and the Demise of Longer Duration Assets
09:31 • 2min
The Secondary Market Return in Q2
11:06 • 2min
The Market's Going Up in the First Half of the Year
12:39 • 2min
The Bull or the Bear Case for Stocks
14:24 • 2min
The Future of the Stock Market
15:57 • 2min
Morgan Stanley's CAPX Is Likely No Longer Good Enough
17:35 • 2min
Do Earnings Matter?
19:47 • 2min
The Optimism of Threads
22:10 • 2min
Twitter's Restored Credibility and Management
24:13 • 2min
The Markets: A New Series From the Goldman Sachs Exchanges Podcast
26:01 • 2min
Netflix: A Fair Alternative to Disney
27:36 • 2min
Netflix: The Only Game in Town
29:44 • 2min
The Uncomplicated Story of Disney's CEO
31:17 • 3min
The Reversal of Fortune Hits Popular Trades in the ETF Market
33:47 • 2min
The Hot Trend Buying the International Market Over the US Market
35:53 • 2min
The Dollar and the Future Performance of International Stocks
37:43 • 2min
The SEC's Rule Change Could Drive Lower Returns for Money Managers
39:29 • 2min
The Importance of Due Diligence in Portfolio Management
41:53 • 2min
The SEC's Expansion of the Enforcement Net
43:55 • 3min
Ken Stocks Can Resist Higher Rates for a While
46:47 • 2min
Jacob's Consulting Firm: A Bright Spot in the Financial Sector
48:24 • 2min