Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Supply Chain Challenges
01:59 • 2min
Is the Small Cap Thesis Predicated on Getting a Blue Sweep?
03:40 • 2min
The Infrastructure Bill Is a Really Positive Signal
05:18 • 2min
Is the Manufacturing Business a Good Month?
06:57 • 2min
Is There a Labor Problem in Manufacturing?
09:22 • 2min
Are We Going to Do This Again?
11:31 • 2min
Are You Playing a Longer Term Perspective?
13:35 • 3min
We're Us Investors Only Partially.
16:30 • 2min
Inflation Isn't Just Coming, It's Here
18:06 • 2min
What's Your Entry Point in the Equity Market?
19:47 • 3min
Are You Concerned About Inflation?
22:32 • 4min