Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 3min
The Stock Market Is Bracing for the Earnings Season
02:33 • 2min
The Decline in the Yields Is Driving Tech Stocks
04:07 • 2min
The Rise of Tech Stocks in the First Quarter
05:57 • 2min
The Rotation Into Tech in the NASDAQ 100
08:13 • 2min
How Much Is a Crystal Ball?
10:02 • 2min
The Decline of PC Demand in the First Quarter
12:12 • 3min
Apple's Data Set Is a Crystal Ball
15:01 • 2min
Apple's Selective Decoupling From China
16:48 • 2min
Tesla's New Battery Factory in China Cementing China's Place at the Top of the Global Energy Storage Supply Chain
18:46 • 2min
Tesla's Double Down on Investment in China
20:48 • 2min
The Challenges of the Memory Chip Industry
22:23 • 2min
The Slowdown in PCs Is Highlighting the Electronics Demand That Diminishes and Ultimately Hits Chips
24:04 • 2min
The Future of the Chip Industry
25:43 • 2min
The Future of Chips
28:07 • 2min
The Future of Cryptocurrency
29:50 • 3min
The Perverse Incentives for Private Equity and Venture Capital
33:00 • 3min
The Impact of Technology on the Economy
35:55 • 3min
The Democrats Demand Answers Over Silicon Valley Bank's Close Relationships With Customers
38:56 • 2min
Super Mario: The Biggest Opening Weekend for a Movie
40:50 • 3min