Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
The Bear Market and the Future of the Stock Market
02:35 • 2min
The Debt Ceiling: A Real Thing?
04:35 • 2min
The Fed's QE Versus QT Cycle
07:02 • 3min
How to Pick a Side to Buy S&P Puts
10:22 • 2min
The Bullish S&P 500 at Year End
12:49 • 3min
NVIDIA Upgrade: A Negative Surprise
16:05 • 4min
Goldman Sachs and Bank of America: A Different Face
19:43 • 3min
Blackstone's Report on the Commercial Real Estate Market
22:35 • 4min
The Fed's Decline on the Dollar
26:24 • 2min
The Future of Energy Stocks
28:52 • 2min