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 25
Introduction
00:00 • 2min
The Fed's Work Is Done
01:35 • 2min
The Fed Fund's Future: A More Than 90% Chance of a Hike in July
03:16 • 3min
The Fed's Control of the US Equity Market
06:14 • 2min
The Importance of Investing in Big Names
08:03 • 2min
The Fed's Focus on the Core CPI
09:38 • 2min
Inflation and the Impact on the Markets
11:57 • 1min
The Fed's Mission Achieved
13:25 • 2min
How to Solve the Yield Curve Question Without Causing Pain to the Market
15:12 • 2min
How to Square Contractionary ISM Manufacturing With Positive CAPEX
17:27 • 2min
Is Fear Good Enough for the Upcoming Earnings Season?
19:11 • 2min
The Bar Is Still Low for Q2
20:45 • 2min
JP Morgan, Wells Fargo and the City Group Report on Friday
23:10 • 2min
The Importance of Credit Activity in the Financial System
25:01 • 2min
The Markets: A New Series From the Goldman Sachs Exchanges Podcast
26:48 • 1min
Netflix's Price Target: 525
28:01 • 2min
The Positive Catalyst Watch on General Motors
30:00 • 2min
The Top 10 Stocks of the Week
32:07 • 2min
The Energy Sector Is in Rally Mode
34:19 • 2min
The Bottom Is in in Oil and Energy
36:02 • 2min
The Markets Off Their Highs, but Still Strong Day
38:26 • 2min
How to Be Positioned When Halftime Returns on Delta and Pepsi
40:06 • 2min
Grade My Trade: Should I Buy, Sell or Hold?
42:17 • 2min
Broadcom: The Reasonable Valuation AI Trade and the Semiconductor Industry
44:07 • 2min
Thermo Fisher: A High Quality Health Care Company
45:40 • 2min