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 • 2min
Is There Still a Market Overweight in the S&P 500?
02:22 • 2min
Is Intuit a Competitive Advantage?
03:58 • 2min
The Market Continues to Rally, Even With Higher Rates
06:03 • 2min
Is Inflation Coming Down as Fast as You Think?
07:36 • 2min
Is the Fed Engaged?
09:26 • 2min
Is There a Recession in the Market?
11:03 • 2min
What's the Right Valuation for Microsoft?
13:27 • 2min
Stock Pickers Market - I'm Underweight Technology
15:28 • 2min
Is the Fed Really Closer to It?
17:45 • 2min
The Face of the Economy Is Resilient
19:37 • 2min
Morgan Stanley Investing
21:07 • 2min
Value Investing - Is Value Going to Lead or Growth?
22:58 • 2min
Uber
24:32 • 2min
Is Primerica a Great Business?
26:08 • 2min
Value Investing
27:52 • 2min
Is This a Head Fake?
30:18 • 2min
The S&P 500 Slash YUS
32:06 • 3min
Costco - The Worst Performer in the S&P 500
34:47 • 2min
The Management Execution Is Incredible
36:59 • 2min
You're Reducing Health Care Exposure to a Slider Overweight Scott
38:36 • 2min
The S&P 500 Is Back in the '90s, Right?
40:10 • 2min
Stock Moving Higher Despite Economic Headwinds
42:07 • 2min
Stock Up, but 2 and a 3% Move Into Highs of the Day
43:37 • 3min