

Behind The Markets Podcast: Chris Gannatti, Blake Heimann, & Jeff Weniger
Aug 12, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
Technical Bull Market for a Nazac O.
02:32 • 2min
G D Pna
04:52 • 2min
Wel the Lowest Productivity Growth Since 19 50
07:02 • 3min
Are You Thinking We're Going to Swap Back and Go?
10:04 • 3min
Is It Time for the Market to Turn on Itself?
12:56 • 2min
What's Happening in the Space?
15:15 • 3min
The Market Needs to Hang Its Hat on Something Other Than the Fed
18:30 • 2min
The Gasolene Price Is Down, and You Want to Take the Glass Half Full, Glass Half Empty on It
20:34 • 5min
Is One % Tax on Bybacks a Good Idea?
25:12 • 5min
Semi Conductors - The Future of the Semiconductor Market
29:57 • 4min
Hardware Is a Good Play, but It Comes Down to Valuation
34:06 • 6min
The Japanese Are Cheaper Than the Americans
39:59 • 4min
What Are We Going to Do?
44:28 • 2min
The Future of Semi Conductors in China and the Us
46:03 • 4min
Behind the Markets Podcast
50:04 • 2min