Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
The Bearishness of Nvidia's AI Move
03:07 • 3min
The Mother of All Island Reversals in Intel Stock
05:42 • 4min
The Rise of AI in the Stock Market
09:47 • 4min
The Divergence of Stocks in Cyclic Sectors
13:25 • 3min
The S&P 500 Performance 225 Days After a Bottom
16:42 • 4min
The S&P 500 and the Equal Weight ETF
21:01 • 3min
The Late Cycle of the Stock Market
24:00 • 5min
How to Be Bullish on the Economy
29:27 • 6min
The Stock Market's Discounting a Recession
35:06 • 3min