The Exchange

Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22

Dec 20, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
The Bank of Japan's Yields Will Rise - Why?
03:29 • 2min
3
Why the BOJ Sticked With This Policy?
05:32 • 2min
4
What's the Implication, Peter?
07:34 • 2min
5
Is This Just Another Tip of the Iceberg?
09:16 • 2min
6
Mortgage Rates Are Inching Up Again
10:49 • 2min
7
Ford Pro-Fins Simple Commercial Line of Credit
13:18 • 2min
8
FedEx Shares Up 12% This Quarter
15:39 • 2min
9
FedEx vs UPS - Is FedEx the Better Performer?
17:37 • 2min
10
FedEx or FedEx?
19:13 • 2min
11
Is It True That Nike Still Trades at a 34 Forward Multiple?
21:01 • 2min
12
Nike, Adidas, Adidas
22:31 • 2min
13
China Could Be a Good Market Story, Do You Think?
24:31 • 2min
14
What's Happening at This Hour?
26:51 • 2min
15
Investing in a Recession-Proof Stock
29:06 • 2min
16
Can Constellation Brands Survive the Recession?
31:26 • 2min
17
A Look at the Sectors Trading at a Historical Discount
33:04 • 2min
18
S&P 500 Stocks Trading at Discount Values Over the Last Five Years
34:45 • 2min
19
Muni Performance Next Year: What Should We Fear?
36:29 • 2min
20
The Muni Market Is in Pretty Good Shape for 2023
38:03 • 2min
21
Muni ETFs Are Up $24 Billion in AUM This Year
39:43 • 2min
22
Is There an Alternative?
41:50 • 2min
23
New York Office Buildings - The Silver Bullet Is Not Going to Save the Commercial Space
43:33 • 3min