Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 4min
JP Morgan Chase - What Do You Like About Them?
03:58 • 3min
Is JP Morgan the Best in the Capital Markets?
06:42 • 2min
Are Expectations for Inflation Rising?
08:27 • 2min
Is the Fed Paying Enough Attention to Supply Chain Disruption?
10:02 • 2min
Is There a Disinflation in the Services Sector?
12:01 • 2min
Food Commodities, Key Input Costs for Restaurants
13:51 • 3min
What's Happening in the Restaurant Industry?
16:26 • 3min
The Housing Market in LA Is Changing Fast
19:26 • 2min
Is the Real Estate Gridlock Breaking?
21:08 • 5min
The Dow Is Down 400 Points on the Dow Industrials
25:41 • 2min
The New US Rules on Chip Makers Doing Business in China
27:32 • 2min
The 10 Year Bond Is a Wild Spot on the Long End of the Curve
29:09 • 2min
Oil Sliding. And Pip Santelli Back at the Commodity Desk
31:27 • 2min
The Fundamentals and Sentiment of the Stocks
33:08 • 2min
VF Corp Turned Positive as You Were Talking
35:27 • 2min
Emerging Markets - Will President Xi Jinping's Anti-Corruption Campaign Continue?
37:16 • 2min
Stocks and Markets Take a Volatile Turn This Week
39:12 • 2min
Lamb Research
40:48 • 2min
Traders Are Even More Important Today Than Ever
42:26 • 3min


