

Weekly Market Recap: S&P 4300: Bulls For The Win? Or Time To Take Profits?
Jun 10, 2023
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 32 33 34
Introduction
00:00 • 2min
The Role of Technology in the Markets
01:37 • 4min
How to Cover That Much Distance in Just a Few Days
05:33 • 3min
The Extremes of Call Option Buying
08:31 • 2min
The ESG Movement in Investing
10:39 • 3min
The Green Mail That Goes on Behind ESG
13:53 • 2min
The Importance of ESG in Corporate America
15:27 • 3min
Investing to Make Money and Protect Capital
18:26 • 2min
Trojan Horses: How to Avoid Them
20:03 • 2min
The Trojan Horse of Earnings Growth
21:56 • 3min
The Long Term Outlook for Earnings
24:53 • 2min
The Argument That Storm Clouds Might Not Matter
27:04 • 3min
The TJ Refil: A Market Dyspepsia
29:43 • 4min
The Rolling Recession in the Economy
33:25 • 6min
How to Avoid Confirmation Bias in Investing
39:22 • 5min
The Consistency of Negative Real GDP Growth
44:45 • 2min
How to Be a Better Analyst on the Market
46:55 • 3min
The Bearish Case: How to Understand It
49:48 • 6min
The Rise of the Services Market
55:44 • 2min
The Importance of Services in the Economy
57:30 • 4min
The Risk of a Recession in Stocks
01:01:22 • 5min
The Rise of Jobless Claims
01:06:49 • 2min
The Housing Market Correction
01:08:56 • 2min
The Fed's Anomaly on the Existing Home Side
01:11:06 • 3min
The Future of Commercial Real Estate
01:14:12 • 2min
The Boom Regeneration and the Challenges for Generation X
01:16:34 • 3min
The Hardest Conversation Is to Tell Someone They Can't Spend Money on Something
01:19:44 • 3min
The Importance of a Financial Plan
01:23:01 • 4min
The Rise of the Sandwich Shop
01:26:41 • 2min
The Importance of Tipping
01:28:54 • 4min
The Cost of Inflation
01:32:47 • 3min
The Impact of Dating Apps on the Current Generation
01:35:57 • 3min
The Demise of the Nuclear Family in America
01:39:27 • 5min
How to Be Audible in This Market
01:44:53 • 2min