Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

1

Introduction

00:00 • 4min

2

Do You Think Family Rent Companies Are More Common?

03:46 • 1min

3

Stock Based Compensation and Free Cash Flow

05:13 • 6min

4

How to Track the Dilution Over Time

11:03 • 2min

5

Dillard's Over-Buying and Discounting

13:18 • 3min

6

Do You Think That's Going to Change?

15:55 • 2min

7

Buffett and Alibaba - Is Buffett a Buffett?

18:03 • 3min

8

Natural Gas and Oil - What's the Difference?

21:09 • 2min

9

Inflation Data - Is There a Higher Terminal Rate?

23:21 • 3min

10

Is There a Need to Increase the Unemployment Rate?

26:31 • 4min

11

The Fed Is Not a Precedent

30:09 • 59sec

12

Is There a Gold Standard in the US Dollar?

31:08 • 5min

13

Is the Fed Going to Cut Interest Rates Again to Stimulate Growth?

36:25 • 2min

14

Fed Cut Rates Every Time There's a Recession

38:22 • 2min

15

Are Bank Stocks Looking Cheap?

40:15 • 3min

16

Is There a Problem With Mortgages?

43:39 • 3min

17

Is There a Risk for America's Carmart

46:35 • 3min

18

Is There a Benefit to a Business That Generates Float?

49:08 • 4min

19

What's the Difference Between Float and Offshore?

53:05 • 2min

20

Occidental

55:18 • 4min

21

Occidental 4% Chevron 4%

59:27 • 2min

22

The Epic Quest for Oil Money and Power the Prize

01:01:15 • 5min

23

Is It Hard to Predict Oil Prices?

01:06:33 • 2min

24

Is There an Opportunity in the Market for a Merger Arbitrage?

01:08:13 • 5min

25

Spirits Ticket Prices

01:13:36 • 2min

26

Can You Tell Us What's the Lowest Operating Margin?

01:15:58 • 2min

27

Southwest Airlines

01:17:59 • 3min

28

What Spread Should a Stock Trade At?

01:20:53 • 2min

29

How Long Could It Take to Work Its Way Through the Justice System?

01:22:34 • 3min

30

Is the Airline Industry as Expensive as Other Industries?

01:26:00 • 2min

31

How to Trade a Stock at 0.7 Times Sales?

01:27:42 • 5min

32

Southwest Is Like What if You Had to Put Something On?

01:33:11 • 5min

33

Harvard Diversify Um Um Um, Uh, You See Carrier Divers Um Um

01:37:54 • 2min

34

Is the SPAC Stop Having a Big Effect?

01:39:49 • 5min