Inflection Point

Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up

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Feb 4, 2023
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1
Introduction
00:00 • 3min
2
Do You Have a Devilish Interpretation of the NASDAQ Presser?
03:30 • 5min
3
Is the Fed Paying Attention to Wages?
08:49 • 2min
4
The Fed Is Not Responsible for Inflation, Is It?
11:08 • 4min
5
Curb Credit Cards - The One Stop Shop Credit Cards
15:20 • 5min
6
Is There a Soft Landing in the Market?
20:35 • 2min
7
Stock Market - The Dow Jones Industrial Was 1,000 Points for 14 Years.
23:03 • 5min
8
What Investors Want to See in a Company Is Return Capital to Investors
27:34 • 4min
9
The Big Fang Man Stocks Are Good Companies
31:58 • 3min
10
What's the Main Mover of Markets?
35:07 • 4min
11
The ECB Is Not Adding Liquidity, Right?
38:44 • 3min
12
Is the Forward Curve for a Futures Curve Right?
41:30 • 3min
13
On the Margin - 10% Discount on DeFi
44:17 • 3min
14
Why Is It So Hard to Make Money?
47:33 • 4min
15
The Three Body Problem
51:07 • 2min
16
What's the Underlying Value of AWS?
53:35 • 4min
17
The Market Doesn't Believe the Free Money's Gone
57:09 • 3min
18
The New Deal Guy - Is That an Addiction?
01:00:18 • 2min
19
Google Lays Off 80% of Its Staff
01:02:28 • 2min
20
The Participation Trophy Problem Is Real
01:04:14 • 5min
21
I'm Like, Oh, It's Like Crypto, It's a Crypto Company?
01:09:15 • 3min