

Weekly Market Recap: How Much Higher Is This Market Rally Likely To Run?
18 snips Jul 22, 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 30
Introduction
00:00 • 3min
The Markets Are What They Are
02:33 • 3min
The Risk in the Story
05:59 • 4min
The Poison and the Python of the National Economy
10:10 • 5min
How to Reduce Risk and Portfolios in the Bull Market
15:20 • 6min
The Bear Market and the Future of the Market
21:00 • 3min
The Importance of Psychological Choices
23:39 • 5min
The Importance of Safety in the Market
28:26 • 2min
Tech Earnings Season Has Begun
30:30 • 3min
The Outlook for Earnings in the Hope Framework
33:05 • 2min
The Rebalancing of the NASDAQ
34:52 • 3min
The Call-Sided Strike Distribution of Options
38:17 • 3min
The VIX and Investor Sentiments on Stocks
41:00 • 5min
How to Buy Mid-Date Puts
46:11 • 5min
The Importance of Investing in Options
50:59 • 3min
How to Take Advantage of Options Trading
53:45 • 5min
The Effect of Gross Leverage on Hedge Funds
58:30 • 2min
The SDP 500 Overlaid Against the Red Lines
01:00:43 • 3min
The Golden Cross and the 200 Day Moving Average
01:04:03 • 2min
The Slope of the Moving Averages
01:05:40 • 2min
How to Write a Report That's Shorter Than 500 Words
01:07:17 • 2min
The Stock Market Hits a Lot in the Last Three Years
01:08:59 • 4min
The Problem With Investing in Bonds
01:13:22 • 2min
The Negative Surprises of Corporate DebtDefaults
01:15:17 • 4min
The Dangers of Debt Saturation Wall
01:19:24 • 3min
The Unexpected Exogenous Event That Brings the Market Down
01:22:19 • 2min
Taylor Swift's Tour Is Boosting the Economy
01:24:27 • 2min
How I Met Taylor Swift When She Was 15
01:26:57 • 3min
The Importance of Being Responsible With Your Money
01:29:28 • 4min
The Importance of End of Life Planning
01:33:14 • 5min