The Exchange The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
Jul 12, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
The Fed's Fear of Inflation
02:57 • 3min
Caesars and the 10-Year Auction Results Are Bringing Rick Santelli to the Top of the Charts
05:57 • 5min
Hotels and Rentals Hit 52-Week Highs
10:40 • 3min
The Markets: AI, the Hottest Trend on the Street Lately
13:45 • 5min
The Future of Artificial Intelligence
18:15 • 3min
The Trouble Brewing at the Magic Kingdom
20:59 • 5min
The Fed's Reaction to the Labor Market's Cooling
25:35 • 6min
The Soft Landing Camp for GDP
31:32 • 2min
Nvidia in Talks to Anchor IPO of Chip Designer Arm
33:25 • 3min
The Titans of Media Are Back in Sun Valley, Idaho, to Talk AI to Economic Headwinds
36:32 • 4min
The Star India or Hot Star India Divestment?
40:35 • 2min
The Importance of Threads
43:01 • 3min