

Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24
Jun 25, 2024
Exploration of market trends including Nvidia's rebound. Discussion on high-risk asset class with record returns. Surprising beneficiary of heat wave. Shift towards value stocks, inflation analysis, gas prices, and investment opportunities. Analysis of General Mills performance, consumer behavior, and professional services demand. Auto dealership processes, Walmart's caution, and retailer's surge in demand for window AC units.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Shifting Focus to Value Stocks and Inflation Analysis
03:29 • 16min
Current State of Gas Prices and Investment Opportunities
19:23 • 14min
Analysis of General Mills Performance and Consumer Behavior
33:41 • 2min
Navigating Professional Services Demand, Antitrust Charges, and Cyber Attacks
35:18 • 6min
Auto Dealership Processes, Walmart's Caution, and Retailer's Surge in Window AC Demand
41:32 • 5min