Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
I Got It Wrong, You Know What I Mean
02:09 • 2min
What's Your Thinking Process?
03:55 • 3min
Is There a Bear Market?
06:32 • 2min
Is There a Recession?
09:01 • 2min
Is the Soft Landing the Worst Case Scenario?
11:10 • 3min
Is the Fed Getting Aggressive?
14:34 • 3min
Will Another Fed Do That Again?
17:53 • 3min
Trade the Market We Have, Not the One You Want
21:13 • 3min
S&P Earnings
24:05 • 3min
How to Reverse the Soft Landing Scenario
26:46 • 4min
Do Markets Bottom in Front of Recessions?
30:33 • 2min
I'm Not Calling for 3,000. I'll Call for 2750. It's Back!
32:15 • 2min
The Echo Chamber
33:57 • 2min
You're a Seasoned Strategist, Dan. That's What I Wanted to Do
35:56 • 3min