Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23

1

Introduction

00:00 • 3min

2

Is the Demand Carry Over?

03:15 • 2min

3

Do You Want to Own Apple?

05:21 • 2min

4

Apple Is a Growth Name With Software as a Service

07:21 • 3min

5

The Stock Is Up 7% Into the Report, Deirdre

10:15 • 3min

6

Google - The Most Valuable Thing in Town

13:27 • 2min

7

Global Bond Yields Sinking Right Now

15:05 • 3min

8

The Market May Be in for a Really Rusty Erasing, Kelly.

17:59 • 1min

9

Are We Picking Up Pennies in Front of a Steamroller?

19:28 • 2min

10

Home Builder ETF

21:27 • 3min

11

Mortgage Rates - What's the Deal?

24:32 • 4min

12

Are You Seeing a Soft Landing in Labor Hoarding?

28:12 • 2min

13

Is Small Business the Key?

29:44 • 2min

14

Investing in the 21st Century

31:18 • 2min

15

The Dow Is Down 80 Points. What's the Cliche by the Rumor?

33:00 • 2min

16

Biotech Is the Place to Be in 2022

34:49 • 2min

17

Is the Treatment of Obesity a Catalyst for Biotech?

36:49 • 2min

18

Is M&A a Big Driver for the NASDAQ?

38:37 • 2min

19

TikTok Reveals How It Manages Offending Content on the Platform

40:37 • 2min

20

How TikTok Is Redefining the Way We Do Business

42:47 • 2min

21

Are You Hiring or Can My Company Learn From Yours?

44:33 • 2min

22

Is Offshoring Talent Going to Depress Wages?

46:49 • 2min