Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital

1

Introduction

00:00 • 2min

2

Welcome to the Machine

01:32 • 2min

3

How to Lose Money in the Stock Market

03:13 • 2min

4

The Fed's Retrenched Portfolio on Silicon Valley Bank

05:34 • 3min

5

The Fed's Strategy for Quantitative Tightening

08:30 • 2min

6

The Fed Says It's a Soft Landing or No Landing

10:01 • 3min

7

The Rise of the Blue Collar Economy

12:44 • 2min

8

The Future of Bond Market

14:46 • 2min

9

The Fed's Warning: 10-Year Yields Are Slowing

16:57 • 2min

10

The US and China's Relationship to the Euro Dollar

19:02 • 3min

11

The Fed's Statement on Rates

21:37 • 3min

12

The Dynamic Shift in the Equity Market

24:54 • 3min

13

The Gold Market Is on the Precipice of Something

27:35 • 2min

14

The Future of Gold

29:11 • 2min

15

The Trifecta and the Belmont

31:27 • 2min

16

Anastasia Amoroso: A Conversation With Dan Nathan

33:12 • 2min

17

How to Stop Struggling With Your Weight

35:19 • 3min

18

Quantitative Tightening: A Game Changer for the Market

38:44 • 2min

19

The Fed's Five and a Quarter Percent Rate Hasn't Really Cooled the Stock Market

40:56 • 3min

20

The Mismatch Between Stock Market and Consumer Debt

43:31 • 3min

21

The Fed's Lag Effect on the S&P 500

46:23 • 3min

22

The Problem With the Buy Point in the Cyclicals

49:13 • 2min

23

The Fed's Neutral Rate Estimates: Are We Going to Avoid Recession?

51:14 • 3min

24

The Fed's Restrictive Policy on Inflation

53:52 • 2min

25

The Importance of Private Credit in the Equity Markets

55:55 • 2min

26

The Effects of the Equivalent Weight S&P on the Equity Markets

58:18 • 2min

27

The AI Bubble and the Future of the Market

01:00:42 • 2min

28

The Overvaluation of NVIDIA Stocks

01:02:39 • 2min

29

The Future of Artificial Intelligence

01:05:04 • 2min