Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Disinflationary Trend in the Supply Chain
02:13 • 6min
The Importance of Small Caps in the Economy
08:14 • 4min
The TLT: A Good Buy Signal for the TLT?
12:11 • 6min
The S&P 500's Negative 8.4% Six Month Annualized Change
17:42 • 2min
The Blue Line and the Real 10 Year Treasury Yield
19:30 • 4min
Energy and the Market
23:37 • 2min
The Negative Impact of Positive Guidance on Earnings
25:32 • 4min
The Commodity Sector's Winning Growth Rate
29:02 • 2min
The Importance of Guidance and Company Commentary
31:06 • 2min
The Brewers Are Trailing
32:54 • 2min