Consumer Debt Hits New High Ahead of Retail Earnings Reports 5/15/23

1

Introduction

00:00 • 2min

2

The Consumer and the Consumer Credit Crisis

01:49 • 2min

3

The Debt Crisis in the United States

03:27 • 2min

4

The Seasonality of Credit Card Debt

05:26 • 2min

5

The Fed's Success in Teaming Inflation

07:37 • 2min

6

The Recessionary Side of the Equation

09:14 • 2min

7

The Defensive Sectors of the Economy

11:24 • 3min

8

The Dwyer Doomsday Clock

14:16 • 2min

9

The Reaper's Guide to the S&P 500

15:55 • 2min

10

The Shake Shack Stock Tops the Tape

18:18 • 2min

11

The Stock Needs to Grow Into the Valuation

20:12 • 2min

12

Microsoft's Takeover of Black Activision Blizzard

21:46 • 2min

13

Microsoft and Activision's Merger Is a Big Deal, but the Competitive Landscape Is Still Unclear

23:19 • 2min

14

The $70 Billion Deal for Microsoft

24:50 • 2min

15

How to Trade Gene Therapy Stocks

26:30 • 2min

16

The Battleground in the Banks

28:23 • 2min

17

The Underperformance of Bank of America and JP Morgan

30:15 • 2min

18

The Fed's Fund Rate Increases Could Be a Positive Catalyst for the Banks

31:56 • 2min

19

The Berkshire Hathaway 13 F Filing Leslie

33:46 • 2min

20

The Impact of the Covid Recovery on Chinese Stocks

35:27 • 3min

21

The Chinese Stock Market Says There's Doubts About the Recovery

38:15 • 2min

22

The Role of the U.S. In the Global Economy

40:20 • 2min

23

Tesla's Annual Shareholder Meeting in Austin, Texas

41:57 • 2min

24

Elon Musk and the Twitter Deal

43:28 • 2min

25

CNBC's Fast Money Disclaimer

45:24 • 2min