Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The 10 Year Yield Breaks Out
02:10 • 2min
The 4% 10 Year Yield Trend in the Stock Market
03:41 • 5min
The Inevitability of a Slowdown in the Fed's Rates
08:14 • 4min
The Magnificent Seven
11:51 • 4min
The Importance of Investing in a Theme
15:44 • 3min
The Importance of Seasonality in Markets
18:18 • 3min
The Seasonality of the Market
20:49 • 3min
The Effect of Summer on Stock Returns
23:58 • 2min
The Divergence of the Market
26:11 • 2min
How the Market Resolves Itself
27:53 • 4min
The Fed's Main Event in 2023
32:10 • 4min
The Impact of a Shitty Quarter on EPS Estimates
36:33 • 3min
The Audi 5000 Dan and the Energy Sector
39:16 • 4min