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
Introduction
00:00 • 2min
The S&P 500 Is Up 20% Year to Date in Seven Months
01:31 • 2min
The Stock Market Soft Landing Drumbeat Orders a Continuer
03:40 • 4min
The Atlanta Fed GDP Is Borderline Useless
08:06 • 2min
The Relationship Between Real Rates and Big Tech
09:44 • 2min
The Threat to Technology in 2022
11:25 • 2min
The NASDAQ Is Up 50% This Year
12:59 • 2min
Apple and Amazon: What's on the Line for This Market?
14:49 • 2min
The Threat to Technology
16:26 • 2min
The Crying Wolf Effect on the Market
18:23 • 2min
The Consensus of Investors on the Cyclic Move
19:56 • 2min
Intel Rallying the Company Delivering a Surprise Profit
21:27 • 2min
Intel Stock Surges 30% in Six Months
23:38 • 3min
Intel's Future Is Good
26:21 • 2min
Microsoft's AI Chips Are a Risk to Outages
28:18 • 2min
Exxon Mobile's Earnings Miss
30:23 • 2min
Brent Brynn, Are We Going to Get a Catch Up Trade in Energy?
32:28 • 2min
The Catch Up Trade for Energy
34:00 • 2min
Nasdaq Stock Rallying Nearly 40%
35:46 • 2min
Uber's Wild Ups and Downs
38:05 • 2min
Healthcare Stocks Reporting Next Week
40:32 • 2min
XPI: The Stock's Up Near 10% Over the Last Month
42:10 • 2min
Delta 3675: A Nice Profit or Hold?
44:02 • 2min
The Bull and the Bear on McDonald's
45:34 • 3min