Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
The Timing of the Debt Ceiling
02:55 • 3min
The Fed's Statement on Rates
06:13 • 3min
The Fed's 2% Narrative
08:58 • 4min
The Dollar Weakness Is Not as Much of a Buoy for Multinational Corporations
13:02 • 2min
The Technicals of the Gold Market
15:12 • 2min
The Fed's Fear of Default
16:42 • 3min
The Market Continues to Go Up
20:01 • 3min
The Importance of Home Builder Sentiments
23:22 • 3min
The Housing Market Is Still Strong
25:59 • 4min
The Long Legs in the Housing Market
29:57 • 3min
The Importance of Retail in Tech
32:45 • 2min
The TJ Maxx Stock Trade Down
34:49 • 4min
The Contrarian Call to the NASDAQ
38:30 • 3min
The Future of AI
41:34 • 3min
The Risk Reversal of the Global Financial Crisis
44:43 • 2min