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 22 23 24
Introduction
00:00 • 2min
The Stock Looks Phenomenal Coming Off Lows
01:31 • 3min
Tech Tumbles: Can Anything Pick Up the Slack?
04:18 • 2min
The Defensive Feel in the Market All Year Long
06:17 • 2min
The Tech Rally: How Widely Healthy Stocks Are
07:49 • 2min
The Love Affair With Stocks
10:09 • 2min
The Rise of Silicon Valley Tech Giants
12:16 • 2min
The Economy Is Quote, Pretty Darn Good
13:57 • 2min
Why Are the Metals Down and Why Are Industrials Down?
15:43 • 2min
The Risk Reward for Equities
17:37 • 2min
The Case for a Rolling Recession
19:12 • 2min
Cleveland Cliffs: The Fed Can't Raise Rates
21:01 • 2min
Broadcom Shares Hit New High on New Deal With Apple
22:31 • 3min
Lamb Research: A Chip Stock That Sucks All the Air Out of the Room
25:27 • 2min
Qualcomm's Valuation Is Attractive
27:23 • 2min
The Importance of Value in the Stock Market
29:06 • 3min
Chevron Upgraded to a Buy at HSBC
32:10 • 2min
The Importance of Diversification in Energy
34:34 • 2min
IEO ETF: The Predator in Energy Stocks
36:33 • 2min
The S&P 500's Future in a Post-SVB World
38:40 • 2min
Apple CEO Council Summit in Santa Barbara, California
40:21 • 2min
The Strength of Apple's Brand
41:55 • 2min
How to Buy or Hold Oracle Stocks
43:32 • 2min
Cisco Systems: The Stock That Beats
45:53 • 3min