Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
Are We in a Very Uncertain Time for Investors?
03:32 • 4min
Do You See a Peak in Yields?
07:17 • 2min
Are We Close to the Bottom?
09:26 • 6min
Is the Fed Going to Do More?
15:13 • 5min
Is This a Glass Half Empty Report?
19:54 • 2min
The Apple Story Continues to Be Overlooked in Terms of Valuation
21:46 • 2min
Apple's Growth Could Be Double - The Sum of the Parts
23:24 • 4min
Stocks Taking Another Down Leg?
27:16 • 3min
Af Overtime, We'll Be Right Back. We're Back in Overnight
30:41 • 4min
The Biggest Movers in Overnight Time
35:11 • 2min
Private Equity - Growth Has Been Replaced in the Recent Market Downturn
36:54 • 4min
Is There a Hard Landing?
41:24 • 5min