The Exchange Fantasyland, The Perfect Storm, Window Closing 9/18/23
Sep 18, 2023
Rapid Ratings' James Gellert sees a perfect storm forming on the horizon. Media analyst warns Disney CEO Bob Iger that window for a good deal may be closing. Rising yields and ongoing strikes against major automakers discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Update on UAW and Big Three Automakers Negotiations
02:21 • 14min
Rising Yields, Geopolitics, and Market Update
16:08 • 2min
Investing in Energy Stocks and Implications for Valuation
18:36 • 6min
Market Updates, Stock Performance, Global Events, and Lawsuit against Oil and Gas Giants
24:58 • 3min
Geopolitical Headlines and Tesla's Potential Factory in Turkey
28:17 • 8min
Discussion on Human Rights, China's Influence, and Home Builders' Pessimism
36:03 • 2min
Impact of Higher Mortgage Rates on Builder Sentiment
37:39 • 9min