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
Introduction
00:00 • 3min
The Overbought Trade on the S&P 500
02:50 • 2min
The Tech Bull Market Is Beginning to Take Shape
04:38 • 2min
The Potential for Better Returns in the Non-Techniques
06:32 • 2min
The Importance of Demand for Stocks
08:57 • 3min
New Burger Berman: Private Wealth
12:24 • 2min
The Effect of Higher Rates on Consumers
14:38 • 2min
The Risk Reward of Government Bonds and Wait Stocks
16:44 • 2min
Fiscal Is Worth
19:06 • 2min
Uber Gets a Nice Upgrade
20:45 • 3min
The State of the Banks Ahead of Earnings
23:16 • 2min
The Importance of Valuation
24:55 • 2min
The Regional Banking System: What Citigroup Has to Say
27:00 • 2min
The Divergence in the Credit Card Market
29:11 • 2min
Industrial Is Hitting a New All-Time High Today
31:01 • 2min
Deere Is Up 1% Today
32:51 • 2min
The Importance of Tight Credit Conditions in the Manufacturing Economy
34:52 • 2min
Disney's Going After Hulu
36:44 • 2min
The Cost of a Takeover
38:49 • 3min
The 10 Year Back Below 4%
41:23 • 2min
CNBC's Halftime Report: The Podcast
43:33 • 2min