Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 2min
Palo Alto and Nvidia: The Top Picks in Cybersecurity
01:41 • 2min
The Tech Sector Is Trading at 28 Times Forward Earnings
03:52 • 2min
The Magnificent Seven Stocks
05:23 • 2min
The Fed's Negative View of the Markets
07:29 • 3min
The Future of the S&P 500
10:07 • 2min
Recession: A Hard Landing or a Soft Landing?
12:15 • 2min
The Sena Qua Non Is the Labor Market
13:49 • 3min
The Second Half Outlook for Stocks
16:36 • 2min
The Magnificent Seven Trade
18:06 • 2min
The Implications of AI in the Intermediate Term on Profits
19:54 • 2min
Carmack Shares Up 9% Over Analyst Expectations
21:28 • 2min
Carmack's: A Big Day for the Stock
23:28 • 1min
Clover and Merchant 1: Better Business Solutions
24:58 • 2min
How to Buy Expertiders
27:06 • 3min
McDonald's: A Value Leader in the Quick Service Restaurant Industry
29:36 • 2min
The Resilience of Home Depot
31:12 • 2min
The Future of Housing Permits
32:49 • 3min
Energy Stocks Under Pressure: Crude Oil Falling Below $70 a Barrel
35:39 • 2min
The Energy Bull Case Is Softening
37:23 • 2min
Midday Work: Mike Santoli on the Markets
39:08 • 2min
The S&P 500's Intraday Pattern Continues
40:40 • 2min
How to Trade CVS at 67.95
42:26 • 2min
Qualcomm: A Value Trap?
44:17 • 2min
Quick Trip: More Than a Gas Station
46:41 • 2min