China Ban, ETFs, Hyatt, and Markets (Podcast)

1

Introduction

00:00 • 2min

2

China Hit Back Sanctions on Some of These Big Aerospace Companies

01:37 • 2min

3

Is There Pressure on Western Aerospace Companies to Cut Off All Business With China?

03:15 • 2min

4

Is There a Real Art in the Engine Technology?

05:00 • 2min

5

Air India - What's Happening in India?

06:49 • 2min

6

BP - What Are You Telling Your Clients?

09:05 • 2min

7

Tax Loss Harvesting - What's Going On?

11:07 • 2min

8

Is Healthcare a Fake Sector Name?

12:46 • 2min

9

The Quant Model - What's It Doing Today?

14:28 • 2min

10

Esg

16:19 • 3min

11

Has ESG Enthusiasm Peaked?

19:06 • 2min

12

Is the Fed's Typical Medicine of Higher Interest Rates Working?

20:40 • 2min

13

Is the Fed Going to Keep Raising Rates Too Much?

22:40 • 2min

14

Looking Outside the US

24:13 • 2min

15

How Much More Downside Do You See Out There for Earnings?

26:12 • 2min

16

Bloomberg News - What's Going On?

27:45 • 2min

17

Wall Street Banks Are Starting to Retrench

29:18 • 4min

18

Is This the Beginning of a New Phase?

32:49 • 2min

19

Is There a Boom Bust in Private Debt?

34:54 • 2min

20

Hyatt Hotel Quarterly Report

37:04 • 3min

21

Is Business Travel Going to Overtake Pre-Pandemic Levels?

39:34 • 2min

22

Hotel Housekeeping

41:42 • 2min

23

Are You Able to Get the Employees That You Need?

43:39 • 2min

24

Hyatt Hotels - What's Your Growth Story?

45:33 • 4min