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
Introduction
00:00 • 2min
The 10-Year Back Above 4 Percent
01:35 • 2min
The Fed Expects a Mixed Recession
03:25 • 2min
The Bifurcation in the Economy and Consumer Spending
05:02 • 3min
The Future of the Fed's Rate Hikes
08:20 • 2min
The Macroeconomists and the Microscopic
10:34 • 2min
Andy Jassy: The CEO of Amazon
12:20 • 3min
The Soft Landing Camp Is Your Friend and We Do Seem to Want to Go Higher
15:19 • 2min
The Uncertainty of the Markets
17:27 • 3min
The Russell 2000 Is the Best Performer
20:47 • 2min
The Impact of Higher Rates on the Consumer
22:23 • 2min
The Markets: The Second Half Playbook for CEME
24:06 • 2min
AMD, 78% Marvell, 66%
26:29 • 2min
NVIDIA: The AI Leader
28:30 • 2min
NVIDIA: The Best Performance Stock This Year
30:03 • 2min
Windy Strawberry Frosty: Back for the Summer
32:03 • 2min
Morgan Stanley's Adam Jonas Raising Price Targets on Ford and General Motors
33:45 • 2min
Tesla's 74-Times Forward Earnings
35:33 • 2min
Biogen Shares Fall Despite FDA Approval for Its Alzheimer's Treatment
37:50 • 2min
The XBI Peaked in February of 21
39:25 • 3min
The Market's Feelings of a Go-Slow Fed
42:06 • 2min
Live Nation: The Stock Looks Like It's Back in an Uptrend
43:54 • 3min