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
Apple's Revenue Decline
01:33 • 2min
How to Buy a Full Position in Apple
04:02 • 2min
The Downside of Apple and Microsoft
05:59 • 2min
The Bifurcation of Technology Stocks
07:58 • 2min
The Future of Portfolio Management
09:35 • 2min
The Debt Duel: A Key Risk for the Market
11:23 • 2min
The Debt Ceiling and the Market's Future
13:23 • 3min
The Fed's Rhetoric on the June Powell Pause
16:28 • 2min
The Fed's Optional Pause in June
18:25 • 2min
The 4,200 Level Is One to Closely Watch Yet Again
19:58 • 2min
T-Mobile for Business: A Better Choice for Your Business
21:41 • 2min
Micron's Shares Are Falling
23:34 • 2min
The Importance of Different Segments to the Bottom Line
26:02 • 2min
The War of Technology
27:37 • 2min
NVIDIA Stocks Up 116% This Year
29:09 • 2min
T-Mobile for Business: The Better Choice for Business
30:49 • 2min
The Reopening of China's Economy
32:26 • 2min
Nike: A Retail Stock That's Already Slid More Than 10%
34:43 • 2min
Consumer-Related Stocks: What's Going On?
37:12 • 2min
The Divergence Between Home Builders and Lumber
39:10 • 2min
Nvidia Reports: The One-Way Trade
40:49 • 2min
Nvidia Earnings Setup
42:37 • 2min
CrowdStrike: A Strong Cyber Stock
44:18 • 2min
The Future of Emerging Markets
45:50 • 3min