Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Fed Watch Tool: The Probabilities of Cuts
02:18 • 6min
The S&P 500's Debt Ceiling
08:15 • 3min
The Bifurcated Market
11:28 • 2min
The Rise and Fall of the Tech Sector
13:29 • 3min
Nvidia's Multiple Expansion Is More Than Any Year of Annualized Free Cash Flow
16:21 • 4min
Taiwan Semi-Unvaluation: A Bullish Reversal
19:52 • 3min
Tesla's Volatility Could Make It a Buy
22:38 • 2min
Cisco's Options Market Moves Down 5%
24:19 • 5min
The Stock's Sensitivity to Valuations
29:43 • 2min
The Man in Black: A Market Call
31:16 • 2min