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
Introduction
00:00 • 3min
Apple's Valuation Is Crazy
02:58 • 2min
Apple Hits $3 Trillion
05:02 • 2min
The Negative Growth of Apple
06:38 • 2min
Apple's Decelerating Growth
08:19 • 2min
Nvidia's CFO on a Possible Rule Change in AI Chip Exports to China
09:58 • 2min
Nvidia's Rule Changes Reveal the Bull Thesis
11:49 • 2min
The Rise of Nvidia in the Second Half
13:37 • 2min
The Fed Chair's Statement on the Labor Market
15:10 • 2min
The Fed Takes a Break From Hiring Rates
16:43 • 2min
The Fed's Restrictive Tightening
18:45 • 2min
Ed Yardini's Bullish View on the Markets
20:51 • 2min
The Markets: A New Series From Goldman Sachs
22:44 • 2min
Canacord: Price Target 530
24:23 • 2min
Cortiva: A Farmer's Opportunity?
26:05 • 2min
Nike's Long-Term Holding
27:48 • 2min
The Depressed Earnings of Footlocker
29:19 • 2min
The Fed's Stress Test Day
31:03 • 2min
The FDIC and the Fed Are Looking Into Regional Banks
33:12 • 2min
The Rise of Regional Banks in the Economy
34:46 • 2min
The Market's Reiteration of the Hawkish Tone
37:05 • 2min
Illumina: A Name That Has Been Owned for a While
39:07 • 3min
Netflix Rallying in the Second Half
42:11 • 2min
The President Takes the Stage in Chicago
44:04 • 4min