Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
I Can Hear the Bells
01:39 • 2min
The Bears and the S&P 500
03:28 • 2min
The Inflation Battle Is Difficult
05:41 • 2min
The Fed's Job Is Over
08:01 • 4min
The Insider Trading Allegations
11:54 • 3min
Gaming Stocks That Work
15:01 • 2min
The Bearish Case for Gold
16:39 • 2min
JP Morgan's Bank Earnings Matter
19:01 • 2min
Tesla: A Stock That's Close to 100%
21:02 • 5min
The Fear of Short-Sighted Bears
25:39 • 3min
The Importance of Being Honest With Yourself
28:29 • 3min
The History of the NBA
31:30 • 2min
The Top 75 Strategists of All Time
33:30 • 4min
The Lag Effect and the Positive Net Worth Shock
37:33 • 2min
How to Conciliate 10 Year Yields Dropping
39:27 • 4min
The Soft Landing of Industrial Names
43:49 • 4min
The Fed's Soft Landing
47:55 • 6min
The Fed's Halo on the S&P 500
53:28 • 4min
The Atlanta Fed's Wage Growth Tracker
57:11 • 7min