Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Bear Argument: Earnings Are Still Too Inflated
02:28 • 4min
The Fed's Dual Mandatory on the Labor Market
06:33 • 3min
The Importance of Valuation in the Stock Market
09:16 • 4min
The Unmoved Bear's Perspective on the Market
12:57 • 4min
The S&P 500 Outperforms the S andP 500 in June
16:44 • 2min
The Fed's Breathing Breath
18:26 • 4min
Will the S&P 500 Get Above 45?
21:58 • 4min
The Importance of Valuation
26:06 • 4min
The Justice Department's Rethinking of Bank Mergers
29:54 • 2min
The Return of the Capital Markets Business
32:07 • 4min
The S&P 500 Gets Above 4500 This Summer
36:32 • 4min
FedEx's Stock Performance
40:42 • 5min