Viva Las Vegas! + What Stocks Smart Money Is Buying

1

Introduction

00:00 • 2min

2

The Best Day of My Life

01:50 • 2min

3

The Las Vegas Trip

03:51 • 3min

4

The 13F Filings for the US

06:54 • 3min

5

Warren Buffett's Equity Portfolio Goes Up

09:54 • 3min

6

Warren Buffett's Thesis in a Little Bit of Hot Water

12:28 • 2min

7

The Most Reported on Themes Out There

14:25 • 2min

8

Michael Barry's Buy of Regional Banks

16:28 • 3min

9

The Uncertainty of Regional Banks

19:13 • 2min

10

Michael Bury's Investments at Cassandra

21:28 • 2min

11

Michael Bury's Bullishness on China

23:10 • 2min

12

Michael Bury's 13Fs

25:27 • 1min

13

Monish and Lulu Sell at the Same Time

26:54 • 2min

14

The Future of Value Investing

29:19 • 2min

15

Inflation Continues to Improve in the US

31:03 • 2min

16

The Negative Effects of Inflation on Wages

32:50 • 2min

17

Core Inflation Rises 5.5% Month Over Month

34:24 • 3min

18

House Speaker's Optimism About Debt Ceiling

37:36 • 3min

19

McCarthy Praises the White House Team on Thursday

40:31 • 3min

20

Disney's Revenue Dropped 10% After Earnings

43:36 • 2min

21

Disney's Loss of 4 Million Subscribers

45:14 • 2min

22

The Importance of Operating Income in the Financial Media

47:10 • 3min