Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23

1

Introduction

00:00 • 3min

2

The Soft Landing Is Winning the Day

02:32 • 4min

3

The Strength of the Retail Segment

06:28 • 2min

4

The Impact of Higher Interest Rates on Retail

08:49 • 3min

5

The Fed Is a Total Non-Starter, No Matter What Happens With Rates

11:27 • 4min

6

The Fed Is Fundamentally Irrelevant in the Market

15:10 • 5min

7

The Federal Government's Role in Pricing

20:12 • 2min

8

The Importance of Knowing What You're Paying

22:17 • 2min

9

The Ban on Securities Trading and Ownership by Members of Congress and High Government Officials

24:30 • 2min

10

The Importance of Transparency in Congress

26:11 • 2min

11

WEX's Earning Call: A Key Indicator for the Freight Recession

27:47 • 5min

12

Exxon Shares Down 4% This Year as the Energy Sector Lags Following Its Two Years at the Top, Analysts Expect.

32:45 • 6min

13

Intel's AI Mania May Be Coming at the Expense of Nvidia

38:28 • 5min

14

How Many Ships Are Coming Up?

43:45 • 3min