
The Exchange The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
Jul 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 5min
The Fed's Decision to Tighten Tomorrow
05:28 • 4min
The Fed's Hiking Cycle
09:15 • 3min
Alaska Air's Worst Day in 16 Months
12:22 • 3min
The Loss of Pricing Power
15:38 • 2min
The Markets Are More Complex Than Ever
17:38 • 5min
AI and the Future of Google
22:15 • 5min
The Rise of Home Prices in May
26:52 • 5min
The Future of Real Estate
31:23 • 4min
The Airbnb Effect and the US Economy
35:48 • 5min
Microsoft and Alphabet Earnings
40:29 • 5min
Brave: A New Way of Advertising
45:15 • 2min
