Cracks In The Big Tech Rally

Aug 16, 2023

The podcast discusses the recent movement in the stock market, analyzing factors like bond market yields, China, and earnings. They also analyze the current situation of faltering Chinese stocks and its potential impact on the global market. Additionally, they compare commodity trading firms and analyze Bank of America's risks. The podcast also examines Bank of America's performance and retail earnings, highlighting Target's performance and skepticism about a breakout. Finally, they discuss the operational progress, valuation, and sponsor appreciation of a company.

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Introduction

00:00 • 2min

Sentiment Shifts and Inflection Points in the Market

01:33 • 10min

Faltering Chinese Stocks: Impact on Global Market

11:46 • 22min

Comparison of Commodity Trading Firms and Analysis of Bank America's Risks

34:08 • 3min

Bank of America's Performance and Retail Earnings

36:43 • 5min

Operational Progress, Valuation, and Sponsor Appreciation

42:03 • 2min