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 • 3min
The Market Is Recalibrating What Multiple It Wants to Pay for Stocks
03:30 • 2min
The Fed Balance Sheet Is Close to Ninety-Ninety
05:54 • 3min
Are We Going to Be in Jeopardy?
08:40 • 2min
The Importance of Apple
10:40 • 2min
The Long Term Value of Multiples
12:59 • 2min
The Magnitude of Malancy Contraction
15:07 • 1min
Can We Stabilize?
16:36 • 3min
Do You Think It's Going to Start Late, Mid Delate, 23?
19:08 • 2min
Is Yourrit Wet?
21:20 • 2min
Bringing Man Money to the New York Stock
23:04 • 2min
The Gret Notes Nots Outperforming Every Other Stock in the Samp This Month
24:44 • 3min
I've Got a Lot of Positions to Sell, but I Don't Want to Sell.
27:23 • 2min
Bringing Mad Money to the Stocks
29:24 • 2min
What Will the Fed Do?
31:13 • 2min
The Mahammedas' Mistakes
33:16 • 3min
The Fed Is Going to Pivot, Is It Going to Fail?
35:49 • 3min
Crowd Strike Reporting It Overnight to Night
38:41 • 2min
Is the Semi Down Turn Going to Be Too Negative?
40:54 • 1min
I Think It's Going to Be a Wonderful Opportunity for Investors to Buy and Invidia
42:20 • 3min