
The Exchange Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
Jul 27, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 3min
The Soft Landing Is Winning the Day
02:32 • 4min
The Strength of the Retail Segment
06:28 • 2min
The Impact of Higher Interest Rates on Retail
08:49 • 3min
The Fed Is a Total Non-Starter, No Matter What Happens With Rates
11:27 • 4min
The Fed Is Fundamentally Irrelevant in the Market
15:10 • 5min
The Federal Government's Role in Pricing
20:12 • 2min
The Importance of Knowing What You're Paying
22:17 • 2min
The Ban on Securities Trading and Ownership by Members of Congress and High Government Officials
24:30 • 2min
The Importance of Transparency in Congress
26:11 • 2min
WEX's Earning Call: A Key Indicator for the Freight Recession
27:47 • 5min
Exxon Shares Down 4% This Year as the Energy Sector Lags Following Its Two Years at the Top, Analysts Expect.
32:45 • 6min
Intel's AI Mania May Be Coming at the Expense of Nvidia
38:28 • 5min
How Many Ships Are Coming Up?
43:45 • 3min
