Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 4min
The Mega Cap Divergence in the Stock Market
03:48 • 5min
The Market's Base Case Is Crazy as It Sounds
08:41 • 5min
The Debt Ceiling Battlefront
13:59 • 4min
The S&P 500 Holds Up Well in Face of Uncertainty
17:33 • 2min
The Top Heavy Nature of the Rally This Year
19:43 • 3min
How to Leverage AI to Create Value for Customers
23:00 • 2min
The Distinctive and Qualitative Differences of AI
24:34 • 2min
The History of Artificial Intelligence
26:21 • 2min
The Market Signaling a Bubble Brewing in AI
27:59 • 6min
The Rise of Spinoffs
33:40 • 4min
The Upside to Retail Results
37:43 • 6min
The Inability of Aircraft Manufacturers to Add Capacity
43:27 • 2min
The Trans-Pacific Carder Market: A New Normal?
45:01 • 3min