Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Seasonality and Sentiment in the Stock Market
02:14 • 2min
The S&P 500 Pullback 5% or 10%?
04:06 • 2min
How Sentiment Tells Us When Wall Street Is Throwing in the Towel
06:25 • 2min
Cryptocurrency: The Wild Ride
08:50 • 2min
Bitcoin: A Unique Asset Class?
10:40 • 2min
The Role of Big Tech Companies in Crypto Regulation
12:16 • 3min
The Future of Cryptocurrencies
14:54 • 2min
Cryptocurrency and the Knowledge Gap
16:32 • 2min
The Importance of Predictability in the Deals Market
18:26 • 2min
The Cost Benefit Analysis of M&A in a Tough Environment
20:27 • 2min
The Impact of AI on M&A Deals in the Second Half of 2023
22:25 • 2min
The Uptick in M&A Deals
24:09 • 3min
The Fed's Preference Inflation Measure
26:49 • 2min
The Divergence of the Stock Market
28:21 • 2min
The Divergence Between the Stock Market and the Bond Market
30:32 • 2min
The Fed and the Commodity Market
32:12 • 2min