Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
The Recession Is on and Valuations Are Extremely High and Elevated Recession Risk Remains
03:28 • 2min
The Longest Leap Before a Recession Hits the Equity Market
05:32 • 3min
The Equity Market Rally Is Coloring the Perception That the Soft Landing Is in the Bag
08:55 • 4min
Small Business Payroll Payments Are Up 2% in June
12:39 • 3min
Netflix Shares Touching a New High
15:49 • 2min
Netflix Shares Are Up 3% Today
17:34 • 4min
The Dow Has Cut Its Gains in Half
21:36 • 3min
The Housing Market Is Perking Up
24:13 • 2min
The Ups and Downs of the Mortgage Market
26:35 • 2min
The Rise of Home Prices
28:16 • 5min
Stocks From Barbie and Oppenheimer: Opening Weekend
32:54 • 5min
Carvana Shares Surge 43% Today
37:56 • 6min