Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
Are We Going Back to School, but Maybe They're Not Going Back to School?
01:46 • 2min
Is the Fed Redefining Maximum Employment?
03:29 • 2min
Supply Chain Issues - Ilets Switch Libit Off the Labor Front?
05:24 • 2min
Do Come Back to Work On?
07:04 • 2min
Is There a Need for Fiscal Stimulus?
08:47 • 2min
Elon's Head to Iowa to Play Number Three Iowa
10:49 • 2min
Is Tessa Going to Be the Biggest?
12:25 • 2min
Teslagoing Obe Able to Withstand Competition
14:15 • 2min
What's Your Call in the Tech Space?
15:51 • 2min
Supply Chain Issues in the Taxes?
17:26 • 2min
Is Apple's Supply Chain Diversified?
19:03 • 1min
The Energy Sector
20:31 • 3min
Do You Have to Treat Energy Differently Than You Would Treat Energy?
23:11 • 3min
Home Builders - How Do You Play That From an Equity Perspective?
25:42 • 2min
The Pursuit of Out Performance at Pejum
27:18 • 3min
The Impact of Social Media and Investment Decision Process
30:19 • 2min
Is There a General Consensus on How Investment Behaviour Is Changed in Preimposed Pendemic?
32:09 • 3min


