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 30 31
Introduction
00:00 • 3min
The S&P 500 Is Trading Poorly Despite the Bear Market of 2022
03:28 • 2min
The Rise and Fall of Google
05:57 • 3min
The Stock Market Is Saying We're OK With 5% Fed Funds
08:58 • 3min
The Market Is a Washing Machine
12:21 • 2min
The Fed Meeting and the Technical Inflection Points
14:33 • 3min
The Fed Cannot Let This Deal Go
17:36 • 4min
The Bear Stearns JP Morgan Moment
21:26 • 4min
The FHFA's Change in Mortgage Rates
24:58 • 2min
The Bulls Are in the Lead
26:53 • 2min
Diane Keaton-Dan: The Most Underrated Actress of Our Life
28:42 • 2min
The Blocking of the Activision Merger
30:37 • 2min
The Disconnect Between the Economy and Home Builders
33:05 • 2min
The Flight to Safety in a Downward Economy
35:02 • 2min
Tesla Stock Trades Just Below 153
36:35 • 2min
GM's Stock Is Down at a Level
38:58 • 3min
The New York-Nica-Bockers Are in the Second Round of the Playoffs
42:18 • 3min
How to Be a Successful Alternative Investor
45:24 • 2min
The Life and Times of an Accidental Banker
47:48 • 3min
The Rise and Fall of the Stock Market
50:41 • 3min
The Financial Times
53:44 • 2min
The Atlanta Fed Downgraded
55:47 • 3min
How to Avoid a Recession in the Equity Market
58:25 • 3min
The Fed Fund's Discounting
01:01:19 • 2min
The Stagflationary Risks of the Energy Transition
01:02:53 • 3min
How to Square a Recession in Tech Companies
01:06:02 • 3min
The Importance of Active Single Security Selection
01:08:40 • 2min
The Pros and Cons of Being a Chief Investment Strategist
01:10:15 • 2min
The Pros and Cons of Debate
01:11:50 • 3min
Ray Dalio's Project on Financial Literacy
01:14:46 • 3min
Ray Dalio on Financial Literacy
01:17:52 • 2min