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 23 24 25 26 27 28 29 30 31 32 33 34 35 36
Introduction
00:00 • 2min
The Future of Disney's Streaming Industry
02:08 • 2min
Disney's Magic in the Film Business Market
04:14 • 2min
The Strikes at Disney
06:33 • 2min
The Ups and Downs of the Advertising Industry
08:03 • 2min
How to Overcome Cognitive and Emotional Biases
09:57 • 2min
Michael Korsparent's $8.5 Billion Acquisition of Capri Holdings
11:46 • 2min
The Value of Luxury Brands
14:04 • 2min
The Consolidation Wave in the Luxury Space
15:59 • 2min
The Rise of the Middle East Wine Market
17:31 • 2min
M&A Trade in the Luxury Tapestry Buying Capri
19:03 • 2min
The Slowdown in Inflation
20:37 • 2min
The Fed Is Standing Pat on Inflation
22:13 • 2min
The Fed's Expectations for the Year
23:52 • 2min
The Economic Outlook for Europe
25:47 • 2min
The Fed's War on Inflation
27:20 • 2min
How to Deal With a Negative Inflation Outlook
29:08 • 2min
How to Buy Stocks on a Pullback
30:57 • 2min
Apple's Dividend Should Be 3%
32:55 • 2min
The Future of Oil Inflation
34:34 • 2min
How to Overcome Cognitive and Emotional Biases and Make Better Decisions
36:08 • 2min
The Concourse to Elegance
38:01 • 2min
The World's Most Prestigious Car Show
39:41 • 2min
The Story of Aston Martin's Derelict Ferrari
41:52 • 3min
Carmel by the C. Hannah
44:37 • 2min
Yeti Holdings Up 4% to 1% on the S&P 500
46:07 • 2min
Yeti Coolers: A Lifestyle Aspirational Brand
47:55 • 1min
Ralph Lauren: Luxury or Not Luxury?
49:24 • 2min
The Endowments: The Lifeblood of Higher Education
50:58 • 3min
The Importance of Endowments in Schools
53:30 • 2min
The Importance of Alternative Investments in Schools
55:41 • 2min
The Price of Student Debt
57:15 • 2min
The Importance of Diversity in Higher Education
59:02 • 2min
Disney's Results Reflect the Global Media Industry's Evolution
01:00:38 • 3min
The Future of Streaming Services
01:03:46 • 3min
Are These Stocks Even Investable Here?
01:06:24 • 3min