Health:Further

11 - Inflation | Jobs & the Fed | Top-heavy Nasdaq & S&P500 | Pharma solution for many chronic diseases | Rite-Aid debt concerns

Jul 14, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Fed's Activation of the Hikes
01:42 • 2min
3
The Fed Is Not Going to Get to Two Sharply
03:29 • 2min
4
The Durable Inflation Levels Around Labor
05:16 • 2min
5
The Three X Peak in Retail Sales
07:11 • 2min
6
The Fed's Interpretation of the Decline in Retail Sales
08:54 • 2min
7
The Fed's Rollback of Reserve Requirements
11:01 • 2min
8
The Benefits of Larger Reserves
12:53 • 2min
9
The Fed's Job to Regulate Banks
14:25 • 2min
10
The Potential of a Credit Event in Healthcare
15:57 • 2min
11
Venture Trails and the Public Markets
17:28 • 2min
12
The Story of Meta and Nvidia
19:16 • 2min
13
The Top 10 Holdings in the NASDAQ and SMP 500
21:02 • 3min
14
The Value of AI
24:01 • 2min
15
The Relativity of Market Cap Relative to Earnings Contribution
25:37 • 2min
16
The Distribution Power of AI
27:58 • 3min
17
Meta and Microsoft: A Comparison
30:30 • 4min
18
Jumpstart Foundry: A Pre-Seed Fund for Healthcare
34:57 • 4min
19
The Effects of Retretitude on Weight Loss
38:39 • 3min
20
The First Principle Causes of Death
41:36 • 3min
21
The Pharmacological Approach to Fatty Liver
44:27 • 2min
22
The Future of Diabetes
46:19 • 2min
23
The Importance of Relativity in Small Companies
48:30 • 3min
24
The Impact of Refinancing Debt on Right Aid
51:04 • 2min
25
The Importance of Scale and Balance Sheet Strength in Healthcare
53:33 • 3min
26
The Impact of the US Innovation Economy on the US Economy
56:44 • 3min