RiskReversal Pod MRKT Call: Why Gold is About to Explode
4 snips
Sep 19, 2023 The hosts discuss the current state of the market, focusing on yields, equities, and the cost of capital. They also analyze the home builders and semiconductors markets, explore changing consumer behavior's effects on the oil industry, and discuss the impact of margin on the corporate level. Additionally, they have a lighthearted conversation about Twitter and upcoming episodes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Current State of the Market: Yields, Equities, and Cost of Capital
01:50 • 7min
Current State of Market: Home Builders and Semiconductors
09:19 • 13min
Changing Consumer Behavior, Oil Industry, UAW Strike, and Wage Demands
22:12 • 2min
The Impact of Margin on the Corporate Level
24:19 • 10min
Twitter, Quarterbacks, and Upcoming Episodes
34:49 • 2min