Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 6min
Tesla's Q1 Print
05:32 • 2min
The Bear of the Bull Case
07:25 • 4min
The Dow's Green Eight Days in a Row
11:17 • 3min
The Choices Yours
14:26 • 2min
The Fear Barometer in the Equity Market
16:48 • 2min
The 10 Year Treasury Yield Inverted
19:07 • 3min
The Rise of AI Enthusiasm in the Stock Market
22:35 • 3min
The Bear Thing: Margins Will Continue to Contract
25:57 • 2min
The Bullishness of the Home Builders Stock Market
28:03 • 4min
The Importance of Listening to Consumers
32:12 • 3min
The Commodity Market's Re Acceleration of Inflation
35:40 • 6min
The Winner of a Couple Straights
41:24 • 2min