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 23 24
Introduction
00:00 • 2min
Is That a Good Thing or a Bad Thing?
01:58 • 2min
The Free Cash Flow ETF That We Just Showed You Here
03:29 • 2min
Is There a New Bull Market Born in October?
05:43 • 2min
Energy Speaking, a Free Cash Flow
07:15 • 2min
Is the Fed Going to Overheat Things?
09:18 • 2min
JetBlue and Spirit Make Moves Today
11:32 • 3min
The New Deal Landscape, Roger Altman
14:37 • 2min
How Are Companies Thinking About Mashups and Partnerships?
16:21 • 2min
Is the Fed Easing Off Too Early?
18:16 • 2min
What Do You Expect From Chairman Powell's Testimony?
19:53 • 2min
The Pros Are on It, Roger Altman
21:34 • 2min
CBC News Update - Over Time
23:12 • 3min
Microsoft to Build AI Into Its Power Platform
25:47 • 2min
How Much Does This Feel Like a Reversion to the Mean?
27:47 • 2min
OpenAI and LLMs - What's the Biggest Breakthrough?
29:18 • 2min
Keycorp Shares Are Down About Two Percent
30:56 • 2min
Cyclicals Outperforming Defensive Stocks
32:27 • 2min
Mortgage Rates Have Moved Nearly 100 Basis Points in Just the Last Four Weeks
34:02 • 3min
Natural Gas Prices Sinking Today Adding to Year's Big Losses
36:43 • 2min
The Energy Sector Is in a Vibrant Mode
38:46 • 2min
Oil and Gas and Energy - Are They Correlative?
40:19 • 2min
China's Move to Increase Defense Spending Could Impact Defense Stocks
41:52 • 3min
Is China Getting Smarter at Ai?
44:26 • 2min


