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
Introduction
00:00 • 2min
What's Going on at CES?
01:55 • 2min
Is Your World Colliding Here?
03:43 • 2min
Tesla - What's the Biggest Challenge?
05:36 • 2min
The Biden Administration's IRA Legislation Is What Kind of Pulled the Curtain Aside?
07:28 • 2min
How LinkedIn Jobs Can Help You Reach Your Goals in 2023
09:22 • 3min
What's the Key Thing for the Big Banks in 2023?
12:16 • 2min
Can We Expect a Ton of Defaults in 2023?
14:39 • 2min
Are Consumers Borrowing?
17:02 • 2min
Is the New Orders a Big Concern for You?
18:33 • 4min
Is the Supply Constraint Expansion Getting Back to Normal?
22:35 • 4min
Apple Cannot Grow in Double Digits Forever
26:20 • 2min
Is Apple a Growth Name?
28:40 • 2min
Costco Pays Less Than 1% Dividend Yield
30:28 • 2min
Is Microsoft Going to Slow Down?
32:40 • 2min
How Many Units Do You Think Lamborghini Can Make?
34:54 • 2min
The Belt in New York Stock Exchange
36:32 • 2min
ESG Orphans Index
38:09 • 2min
Is Constrain Capital Your Main Focus? Or Are You Looking to Put Together Other Products?
39:55 • 2min
Esg
41:29 • 3min
Energy - What's Your Energy Call?
44:04 • 2min
The Nuclear Trade-Off, if You Will, Is Going to Be a Very Big Deal
45:55 • 3min


