Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Bond Market
01:37 • 2min
The Bon Market Is Actually Wrong
04:05 • 2min
The Market Isn't Wrong, Is It?
05:41 • 2min
Is Rivian's Valuation Right?
07:42 • 1min
The Source of Funds for Rivian?
09:11 • 2min
Kansas Stocks Jumped in a Big Way on the First Day of Trading
10:59 • 2min
Canadian Stocks vs Canadian Operators
13:17 • 2min
Qua Com - The Semisocks Rise Harder This Week
15:10 • 2min
Invidia
16:54 • 2min
Draftkings - Should Rule Them All?
18:54 • 2min
The House Lost a Lot of Annafel Bets to Their Customers.
21:02 • 2min