

2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!
Jan 3, 2024
The hosts of this podcast talk about changing the name of the show and revamping its format. They reflect on their predictions from the previous year and discuss the performance of tobacco stocks versus equities. They also explore the collapse of the traditional TV bundle and predict negative returns in the consumer discretionary sector. They share a favorite investment pitch and recommend high-quality resources.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
Podcast Revamp and Name Change Announcement
02:44 • 2min
Podcast Name Change and Logo Update
04:58 • 4min
Revamping the Podcast Format
08:33 • 16min
Accuracy of Previous Predictions and Reflections
25:02 • 13min
Tobacco Stocks vs. Equities
37:40 • 9min
The Collapse of the Traditional TV Bundle
46:17 • 9min
Shift in the Consumer Discretionary Sector and Predictions for Negative Returns
55:28 • 11min
Favorite Investment Pitch and Quality Resources
01:06:48 • 4min