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
Introduction
00:00 • 2min
The Fed's Inversion of the Core Rate
01:38 • 1min
The Costs of Inflation
03:07 • 2min
The Unemployment Rate in the US Is Uncorrelated With Wage Growth
05:34 • 2min
The Consequences of an Inflation Rate of 5%
07:10 • 2min
The Unemployment Rate Is Uncorrelated With Wage Growth
09:19 • 2min
The Rise of Deep Fake Videos
10:54 • 2min
H&R Block's Quarterly Outlook
13:02 • 2min
The Impact of Higher Rates on the Tax Industry
15:30 • 5min
The Importance of Cash in the Economy
20:26 • 2min
H&R Blockstock's TSR Is Up 14%
22:09 • 2min
Disney's Stock Is Down About Two and a Half Percent in the Aftermarket
24:07 • 2min
The Cost of Streaming at Disney
26:25 • 2min
The Uncertainty Around ESPN Plus and ESPN Plus
28:15 • 2min
The Future of Streaming
30:06 • 2min
The Future of Chatbots
31:43 • 2min
The Big Jump in AI Research
33:32 • 2min
The Importance of Understanding Language
35:11 • 3min
Intel's Deep Fake Detection Platform
37:53 • 2min
The Drive to the Close
40:01 • 2min
How to Find Opportunities in the Market Environment
41:35 • 2min
The Risks of Stocks Dropping in the Face of a Debt Ceiling Agreement
43:32 • 2min
The Importance of Taking Profits
45:29 • 2min
Apple Coming to the Market for Bonds When They Already Have $170 Billion in Cash
47:25 • 3min