Equities, Cannabis, Chips, And Geopolitics (Podcast)

1

Introduction

00:00 • 2min

2

Is Inflation a Bad Idea for Earnings?

02:05 • 3min

3

Inflation and Earnings Confusion

04:49 • 2min

4

Quad Marketing Experience Matters

06:26 • 3min

5

Weed Maps

09:22 • 2min

6

Are You Active in States That Have Legalized Recreational Cannabis?

11:09 • 2min

7

Are You Trading for Less Than Sales?

13:34 • 2min

8

Can Weed Maps Really Change the Cannabis Business?

16:03 • 2min

9

Technology Supply Chain Reliance on China

17:46 • 2min

10

What Does This Mean for the Chip Industry in China?

20:03 • 2min

11

Supply Chain and Chips - Should We Keep Them Separate?

22:08 • 2min

12

The All the Ways Marketing Experience Matters

23:44 • 2min

13

Chips Are in Everything

25:29 • 2min

14

Is There Still a Chip Shortage?

27:45 • 2min

15

Are the Automakers Really Going to Build Fabs?

29:32 • 2min

16

What's Next for the Auto Industry?

31:17 • 3min

17

Putin's Back Against the War

34:04 • 3min

18

Putin Using Strategic Nukes or God-Probated?

36:49 • 2min

19

The Chinese President Is Not Quite Happy With the Situation in Ukraine

38:31 • 3min