The Exchange

From FOMO to GERF, SCOTUS vs. POTUS, and A Tale of Two Housing Markets 6/30/23

Jun 30, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Fear of Missing Out
03:21 • 3min
3
How to Hedge Against the Upside Inflationary Story
06:19 • 2min
4
The Upside to the Supreme Court Ruling on the President Student Loan Forgiveness Plan
08:40 • 2min
5
Navient: A Payment Processor
10:35 • 4min
6
Buy Now Pay Later: A Proxy for More Credit Risk
14:25 • 2min
7
The Rise and Fall of the Housing Market
16:49 • 2min
8
Delta's Rally Has Legs
18:32 • 2min
9
The Evolution of Premium Seats and Upgrades
20:22 • 3min
10
FedEx Office: The Best Place to Start Your Business
22:57 • 2min
11
The Risks of an Ag Cycle Peak
24:50 • 2min
12
The Housing Market Is on Pace for Their Best Month and a Year
27:08 • 3min
13
Zillow Expects Home Values to Grow by 5% This Year
30:30 • 2min
14
The Importance of Mortgage Rates in the Mortgage Market
32:08 • 2min
15
The Disconnect Between Mortgage Rate and Home Prices
33:58 • 4min
16
The Bearish Analyst Notes on Disney
38:17 • 2min
17
Nike Missing on Earnings for the First Time in Three Years
39:57 • 2min
18
The Rise of Strategic Cargo Theft
42:26 • 2min
19
The Warning Signs Flashing in the Corporate Debt Market
44:51 • 2min