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
Introduction
00:00 • 2min
Is the Fed Going to Cut This Year?
02:03 • 2min
The Power of Positioning in Centimeters
04:10 • 2min
EV to Gross Profit - Is That a Sign of Frozen?
06:29 • 2min
Is FANG-M a Market Leader in 2022?
08:03 • 2min
What's Next for the S&P 500?
10:03 • 2min
Can We Have a Soft Landing?
11:47 • 2min
Is the Leadership Shifting?
13:43 • 2min
EPS and Revenue Guidance for Q1 - What's the Big Concern?
15:25 • 2min
Industrial Semicombers Will Over-Produce Consumption
17:11 • 2min
How to Protect Yourself From Bank Imposter Scams
18:42 • 2min
Stocks Still Have Significant Downside
21:02 • 4min
Is the Yield Curve Inverted?
25:11 • 2min
Is the Higher for Longer Argument a Base Case?
27:14 • 2min
The New York Giants and the Empire State Building in Green and White
29:16 • 2min
What's at Stake This Week?
31:02 • 3min
Cryptocurrency - Is the Fed Going to Cut the Bond Market?
33:39 • 2min
Skyburst, What's the Current State of the Fund?
35:32 • 2min
FTX Bankruptcy - I Don't Steal Any Funds, I Didn't Stash Billions Away.
37:46 • 2min
Alright, I'm Back, Anthony Scaramucci From Skybridge. All Things Market the Latest Crypto FTX
39:40 • 2min
Healthcare Is Number Three in the Economic Cycle.
41:18 • 2min
The Biggest Movers in the Market Today
42:51 • 5min


