

The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)
Nov 6, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 3min
What's Going on in the Markets?
02:34 • 4min
Stocks Are Having a Great Week Post Election - Can't Have Been Better
06:21 • 2min
The Compound Show With Josh Brown
08:49 • 2min
The Volatility of Fixed Income ETFs
10:55 • 3min
How Important Are Market Internals to Your Work?
14:06 • 3min
Why Didn't You Buy the Saccade Extreme?
16:46 • 2min
The Dow or the S&P? That's the Most Important Level in the Market
19:04 • 3min
Is the Global Economy the Driver?
21:47 • 2min
What's Leading the Cyclicals?
23:24 • 2min
Can Travel Make Up for a Slowdown?
25:36 • 3min
The Stock Market Is Up a Median 4.4% but It's the Same in Reverse
28:59 • 3min
Is the Fed Backstoping Corporate Credit?
32:04 • 2min
The Fed Backstopped the Corporate Credit Market
33:52 • 2min
Is This the New Playbook for Valuation?
36:02 • 2min
You Can't Fix Debt With Exponentially More Debt
37:40 • 2min
You Can Never Get Out of It
39:12 • 2min
Are We Owed the Money to Our Own Pension Plans?
41:09 • 2min
The Real Importance of Buybacks in 2021
42:59 • 3min
I Think It'll Happen by Year End.
45:36 • 3min