Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 6min
The Stock Market Reaction to Day
05:39 • 2min
Is the Fed Going to Predict a Positive Turn in Inflation?
07:30 • 2min
Can We Avoid a Recession?
09:56 • 5min
What Are the Hard Money Stocks?
14:44 • 4min
Is There a Path for Revenue Growth Acceleration?
18:15 • 5min
Home Builders Stocks Sinking as Well in the Reaction to a to J Pow
23:06 • 6min
Is the Market in Tune With the Inflation Forecast?
28:55 • 4min
Risk Capital - Is That Going to Be a Good Thing?
32:30 • 5min
The Fed Is Going to Rake Interest Rates in 20 20
37:20 • 1min
What's Your Best Guidance on That Score?
38:34 • 5min
The 12 Best Ideas Portfolio - Is This a Stock?
43:14 • 2min
Is the Fed Really Trying to Rejuvenate the Economy?
45:35 • 2min
Leslie Private Equity Names Are Taking the Brunt of the Sell Off
47:22 • 4min
Is the Video Game Industry Ready for Consolidation?
51:14 • 5min
The Riskiest Stock We Have in Our Portfolios Is Square
56:08 • 2min
Is the Industrial Economy in Good Shape?
58:31 • 2min
The Steel Dynamics Company Is a Great Place to Be
01:00:15 • 2min


