Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
What Do Your Securities Analysts Say About This Pending Season?
01:34 • 2min
The High Bar for Tech Earnings
03:12 • 2min
The Importance of Market Timing
05:25 • 2min
How to Buy the Market if There's a Sell Off in Tech
07:01 • 2min
The Future of Financial Markets
09:01 • 2min
The Importance of Fiscal Policy and Monetary Policy
10:32 • 3min
The Path Forward for Growth
13:15 • 6min
The Impact of Monetary Policy on Inflation
18:55 • 2min
The Uncertainty of the Jukes Memo Kit
20:54 • 3min
The Dollar's Strength in the First Half of the Year
23:25 • 2min
The Dollar Is Strong, but It's Not Going to Be Strong Forever
25:10 • 2min
The Earning Surprise
27:37 • 3min
The Existential Question of the Year
31:00 • 3min
Sana Beshloss and David Rubenstein on International Hydrocarbons
34:28 • 2min
The Importance of Women in the Investment Industry
36:03 • 2min
The Moderate Voice in the Presidential Campaign
38:13 • 2min
The Future of Oil Prices
40:16 • 2min
Bloomberg's Plymouth Gin and Tonic
41:57 • 2min