Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 6min
The Dangers of the Stock Market
05:54 • 3min
The Importance of Staying Invested
08:26 • 5min
The Rise of Onsemi in the Semiconductor Space
13:20 • 1min
The Future of Auto-Industrial
14:46 • 2min
The Impact of SIC Chips on Tesla's Stock
16:44 • 2min
The Importance of Engagement With Penn State
18:17 • 3min
The Defense Contractors Are All the Performers in 2023
21:08 • 2min
The Performance of Defense Stocks in the Years After 2011
23:27 • 2min
Russia's Invasion of Ukraine: A Multi-Year Tailwind
25:37 • 4min
Cisco CEO Elon Musk's Wildest Answers
29:36 • 4min
Cisco's Order Climbing as Expected
33:13 • 2min
Cisco's Design Wins in the Future of Cloud Computing
35:33 • 2min
Cisco's Strategy to Grow Its Backlog in FY24
37:30 • 5min
The Future of Energy Sources
42:25 • 3min
The Rise of the Chinese Government
45:08 • 4min