The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23

1

Introduction

00:00 • 3min

2

Are We Going to Stay at Record Low Unemployment?

03:24 • 4min

3

The Inverted Yield Curve Is Not Signaling Recession

07:01 • 2min

4

What's Next for Streaming?

09:10 • 2min

5

Streaming Stocks

11:13 • 4min

6

I'd Love to Hear What Laura's Thinking on Hulu?

15:17 • 3min

7

Is Small Business the Key to a Strong Labor Market?

17:52 • 4min

8

The Dow Heat Map - What's Going on Today?

21:45 • 6min

9

Expedia, Uber, Lyft - What's Next?

27:18 • 2min

10

Investing in the Best of Class

29:44 • 2min

11

The Dow Is Up, but It's Down

31:17 • 3min

12

Copper Is the Key Technology for EVs

34:43 • 3min

13

The $2 Billion Loan Accelerates the Production of Battery Cells in the U.S.

37:52 • 2min

14

Why Are EVs So Expensive?

39:27 • 3min

15

EV Credit - Is the IRA a Challenge?

42:57 • 3min