

From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
May 31, 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
Introduction
00:00 • 2min
The Importance of Higher Commodity Prices
01:43 • 2min
Should the Fed Pause, Not Pivot, but Pause?
03:38 • 2min
Oil Is Down 50%, but Everyone Hates It Now
05:40 • 2min
Valero's Upgrading in Oil Equity Picks
07:59 • 3min
The Worst Trade I've Made on This Program
10:37 • 2min
The Fed's Latest Beige Book: The Odds of a June Rate Hike
12:14 • 3min
The Fed's Decline in the Job Market
14:46 • 2min
JP Morgan CEO Jamie Dimon's Deposition
16:18 • 4min
The Impact of the Cutler Email on Jeffrey Epstein's Accountability
20:00 • 2min
C3 AI Shares Lower in the After Hours
22:03 • 2min
Salesforce Shares Are Down After Hours Trading
23:44 • 3min
AI Appreciation: A Good Day for the Market
26:35 • 2min
Capri Holdings Hits Lowest Level Since December 2020
28:32 • 2min
The CEO's Decision to Buy $10 Million Worth of Stock
30:05 • 2min
CMBS Delinquency Rate Hits 14 Month High
32:06 • 2min
The AI-Driven Rally Is Getting to Extreme
33:51 • 2min
Wildly Bullish on Technology as an Application
36:19 • 2min
Intel's CFO Says Data Center Division Is Turning the Corner
38:48 • 2min
Tesla: A Battleground EV Name
40:45 • 3min
Tesla's Downward Channel
43:43 • 2min
How to Make Money With Jim Kramer
45:29 • 2min