Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The Bifurcation of the Tech Sector
02:37 • 3min
Tech Earnings: What You Need to Know
05:13 • 2min
The Stocks Are Up 20 to 100% on the Year
07:19 • 3min
The Future of Artificial Intelligence
10:24 • 2min
The Economic Implications of Layoffs in the Tech Sector
12:07 • 2min
The Nasdaq Index Trades at Richer Multiples Than It Does
13:42 • 2min
The Fed Hitting Cycle: Shouldn't We Follow That Playbook?
15:26 • 4min
Goldman Sachs Exchanges: The Markets
19:20 • 2min