Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 5min
JP Morgan's Consumer Balance Sheets Remain Healthy
04:46 • 3min
The Market's View on the Big Banks
07:21 • 4min
How to Hold Up on Earnings to Keep the Rally Going
11:48 • 5min
The Rise of Inflation
16:36 • 2min
The Correlation Between Inflation and the S&P 500 Is Still Tight
18:46 • 2min
Goldilocks and Brighter: The Gift of a Great Year
21:14 • 3min
The Fed Is Doing Hiking?
23:54 • 4min
United Help Leading the Dow on Pace for Best Day in a Year
27:36 • 6min
The Credit Suisse Price Target Cut: Disney's Media Business
33:35 • 2min
Disney and ESPN: The Play
35:07 • 2min
The Market Exercises the Macro Ghost of Inflation
37:13 • 2min
Tesla Reports: The Worst Performance Stock in the Tech Sector This Year
38:45 • 2min
AI and the Future of the Stock Market
40:28 • 3min
The Right Time to Buy 3M
43:50 • 4min