

Weekly Market Recap: Will This Red-Hot Rally Cool Off Or Sizzle Even Higher?
4 snips Jul 30, 2023
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 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 2min
The Fed Announces Another Rate Hike
02:17 • 3min
The Bullish Momentum Train Continues
04:57 • 5min
The Bear Markets Climb a Wall of Worry
09:32 • 5min
The Dead Python of the Recession
14:04 • 2min
The Importance of Trend in Q2 Economic Growth
16:06 • 2min
The S&P: The Market of Unfilled Gaps
17:56 • 3min
How to Buy Stocks and Sell Stocks
21:16 • 3min
The Lag Effect: What It Is and How It Works
24:23 • 3min
The Fed's High Trades and the Lag Effect
27:46 • 3min
The Counterintuitive Trends That Make Things Look Better in the Near Term
30:40 • 2min
The Lag Effect: How Companies Are Doing Great
32:16 • 3min
The Cost Capital Effects on Corporate Profits
35:46 • 4min
The Importance of Productivity in the Economy
39:50 • 3min
The Long-Term Solution to Fixing Productivity
42:28 • 3min
The Importance of Technology in the Future
45:25 • 2min
The Cost of Employing People
47:01 • 5min
The Problem With Stock Based Compensation
52:17 • 2min
The Future of CEO Compensation
54:04 • 2min
The Importance of Salary Based Compensation
55:39 • 2min
The Constriction of Unbridled Capitalism
57:55 • 2min
The Rise of Corporate Politics
59:28 • 3min
The Politics of the Economy
01:02:22 • 3min
The Impact of Student Loan Repayment on the Economy
01:05:40 • 6min
The Cost of Household Debt Continues to Accelerate
01:11:22 • 3min
The Importance of Behavioral Economics in the Student Loan Debt Crisis
01:14:15 • 3min
The Cost of Spending Money That You Haven't Earned
01:17:20 • 2min
The Fed's Need to Bring Interest Rates Down to Kill Inflation
01:18:53 • 3min
The Debt Overhang and the Future of Economic Prosperity
01:21:39 • 4min
The Impact of Debt on the Economy
01:25:42 • 5min
The Debt to GDP Chart
01:31:06 • 2min
How to Play the Market in a Bull Market
01:33:08 • 2min
How to Fudge Earnings in a 2% Growth Economy
01:35:31 • 2min
The Challenges of Investing for Seniors
01:37:22 • 4min