

Top Performing Small-Caps of 2024; Mexican Tariff Threats; Hawk Tuah Coin? (CRWD, DAVE, APP + More)
Dec 1, 2024
Macy's financial struggles take center stage as the hosts dissect a potential crisis in corporate governance. They explore the impressive performance of small-cap stocks, highlighting intriguing insider buying trends. The discussion shifts to CrowdStrike's earnings analysis and ongoing concerns in the Mexican market, particularly the impact of looming tariffs. Meanwhile, the cryptocurrency scene gets attention with the controversial Hawk meme coin. The hosts also highlight promising underwater tech company Kraken Robotics and share strategies for navigating a potentially bubble-prone market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Intro
00:00 • 3min
Macy's Financial Discrepancy Crisis
03:00 • 4min
Analyzing Retail Shifts and Small-Cap Investment Insights
07:23 • 2min
Navigating Small-Cap Stocks and Market Trends
09:42 • 16min
Analyzing Earnings: CrowdStrike's Revenue Divergence
25:34 • 6min
Concerns and Opportunities: CrowdStrike and Mexican Markets
31:33 • 13min
Navigating a Potential Equity Bubble and Its Risks
44:40 • 3min
Controversies in Debt and Bitcoin
47:10 • 4min
Evaluating Investments: Bonds vs. Apple's Overvaluation
51:14 • 2min
Critique of Charitable Giving and Leadership Transition
53:34 • 2min
Exploring the Rise of Kraken Robotics in Underwater Technologies
55:45 • 4min
Navigating Small-Cap Stock Valuations
59:18 • 6min
Navigating Market Volatility and Future Insights
01:05:11 • 4min