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 25 26 27 28
Introduction
00:00 • 2min
The Man on the Moon
01:50 • 2min
The Importance of Showing Up Every Day
03:43 • 2min
Risk Reward vs. Making Money
05:25 • 3min
How to Sell Side Targets
08:00 • 2min
The Rise and Fall of the Internet Stock Bubble
09:36 • 2min
The Market's Expectations for the Second Half of 2019
11:11 • 3min
Multiples and Earnings Don't Trough at the Same Time
13:54 • 2min
The Dollar and the Market Rebound
15:28 • 2min
How to Buy Stocks When Things Change
17:12 • 2min
The Fed's Fiscal Stimulus in the Economy
19:35 • 2min
The Risk of a Recession
21:15 • 2min
The Importance of Positioning Sentiments
22:46 • 2min
The Re-Steeping of the Yield Curve
24:43 • 2min
The Fed's Balance Sheet Is Below the Level It Was in the First Half of the Year
26:20 • 2min
The Fed's Liquidity Silo
27:56 • 3min
The S&P's Current Season Is Going to Be All Over the Place
30:34 • 2min
Can the Hopium Continue?
32:16 • 3min
How Roe Can Help You Lose Weight
35:26 • 2min
The Fed's Halo on Inflation
37:41 • 3min
The Magnificent Seven: A Late Cycle Pivot Trade
40:16 • 2min
The Fed's Hawkish Pause in June
42:03 • 2min
The Bank of Japan and the Technology Selloff
43:37 • 2min
The Dangers of Stocks Rallying in Earnings Season
45:45 • 2min
The Cyclical Bear in a Secular Bull Market for the Semiconductor Industry
47:46 • 2min
The Importance of Cash on the Sidelines
49:32 • 2min
How to Be a Passive Investor
51:13 • 2min
The Carvana Stock Market
52:56 • 2min