
Inflection Point Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up
6 snips
Feb 4, 2023 Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
Do You Have a Devilish Interpretation of the NASDAQ Presser?
03:30 • 5min
Is the Fed Paying Attention to Wages?
08:49 • 2min
The Fed Is Not Responsible for Inflation, Is It?
11:08 • 4min
Curb Credit Cards - The One Stop Shop Credit Cards
15:20 • 5min
Is There a Soft Landing in the Market?
20:35 • 2min
Stock Market - The Dow Jones Industrial Was 1,000 Points for 14 Years.
23:03 • 5min
What Investors Want to See in a Company Is Return Capital to Investors
27:34 • 4min
The Big Fang Man Stocks Are Good Companies
31:58 • 3min
What's the Main Mover of Markets?
35:07 • 4min
The ECB Is Not Adding Liquidity, Right?
38:44 • 3min
Is the Forward Curve for a Futures Curve Right?
41:30 • 3min
On the Margin - 10% Discount on DeFi
44:17 • 3min
Why Is It So Hard to Make Money?
47:33 • 4min
The Three Body Problem
51:07 • 2min
What's the Underlying Value of AWS?
53:35 • 4min
The Market Doesn't Believe the Free Money's Gone
57:09 • 3min
The New Deal Guy - Is That an Addiction?
01:00:18 • 2min
Google Lays Off 80% of Its Staff
01:02:28 • 2min
The Participation Trophy Problem Is Real
01:04:14 • 5min
I'm Like, Oh, It's Like Crypto, It's a Crypto Company?
01:09:15 • 3min
