

Weekly Market Recap: Is A Market Melt-Up In Process? Or Are Stocks Already 'Too Hot'?
Jun 17, 2023
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 29
Introduction
00:00 • 5min
The Market's Expectations for a Bull Market
04:49 • 2min
The Battle for Control Is Over
06:25 • 5min
The Highest Level of Options Buying Ever
10:55 • 4min
The a and AI Stands For, Lance
15:09 • 2min
Ed Jardini: A Bullish Investor
17:13 • 2min
The Signs of a Bullish Channel
19:03 • 2min
The Importance of Balance in Money
20:34 • 3min
The Importance of Sentiment Extremes
23:32 • 5min
The Difference Between a Bull Market and a Correction
28:38 • 2min
The Protracted Bull Market
30:50 • 3min
The Fed's Height Rates and the Market's Decline
33:46 • 2min
The Importance of Continued Liquidity
35:18 • 4min
The Rise and Fall of Stanley Black and Decker
39:40 • 3min
Moving More of Our Durability and Bond Portfolio to Capture Yields
42:43 • 2min
The Bullish Sentiment on the Market Is Starting to Rise
44:32 • 4min
The Importance of Fundamentals in Investing
48:09 • 3min
The Fed Can't Declare Victory
51:04 • 4min
The Fed's Pause on Inflation
54:50 • 3min
The Fed's Fear of Inflation
57:41 • 4min
The Importance of Consumers in the Used Car Market
01:01:38 • 2min
The Bottom for Recession Odds
01:03:56 • 4min
The Smart Guy on the Rolling Session
01:08:07 • 2min
The Lag Effect and the Market
01:10:04 • 3min
The Importance of Discipline in the Economy
01:13:11 • 2min
The Negative Side of Boomers Spending Money
01:14:43 • 2min
The Market Future Is Dependent on Earnings
01:17:12 • 2min
The Disconnect Between Earnings Growth and Values
01:19:12 • 5min
The Importance of Relationships
01:24:07 • 6min