Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
A Few Things About My Dad's Baseball Card Collection
03:19 • 3min
Does Inflation Have Anything to Do With This?
06:38 • 2min
The Big East Is Not What It Was Now
08:51 • 1min
Do You Think the Fed Is Overdoing It?
10:21 • 2min
Is Jerome Powell Really Trying to Extricate Himself From the Problem?
12:50 • 2min
Is the Fed Going to Raise Rates 500 Basis Points?
14:49 • 3min
Do You Have a Bullish Strategy?
18:12 • 6min
Softening Economic Data Is Good News for the Market
23:55 • 5min
Investing in a Stay-at-Home Environment
29:04 • 4min
The Consumer Continues to Change Their Patterns
33:20 • 2min
Is It a Rip-Off or a Roll-Up?
35:19 • 3min
Semis Are Different Than Software and the Market Treats Them Differently
38:38 • 2min
The Stock Gaps Up 5% This Week
40:25 • 3min
Is the VIX Going Up or Down?
43:26 • 4min