The Exchange The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23
Jun 21, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Fed Might Need to Keep Hiring Into 2024
01:55 • 5min
The Fed's Wrong Position on Inflation
06:36 • 4min
The Market Hasn't Internalized the Pain
10:40 • 4min
Tesla's 14% Gain Is Powered by the So-Called Magnificent Seven
14:33 • 3min
Tesla Stocks Down 5% Today
17:04 • 2min
Tesla's Valuation Is Mindful of the Fundamental Setup
19:25 • 4min
The Dow, the S&P 500, and NASDAQ Are All Down.
23:48 • 5min
The Future of the Stock Market
28:27 • 2min
The Fed's Lower Interest Rates to Zero Inflation
30:33 • 4min
The Future of TikTok
34:52 • 4min
The Divergence Between Institutional and Retail Investors
38:57 • 2min
How to Invest in the Bond Market
40:58 • 6min