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Buying into Big Tech: Strategic or are we now the Greater Fool?
Manage episode 384712690 series 3415392
Контент предоставлен David Nelson, CFA, David Nelson, and CFA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией David Nelson, CFA, David Nelson, and CFA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Big Tech's Market Influence
Walmart's Earnings Report as an economic indicator
Small Cap Stocks - Is this the beginning of a sustained rally
Fed - Can they pull off a soft landing
When the Fed will cut
David Nelson host of the Money Runner dives into last week's data. What worked? What didn't? and What's next. David also shares his report card. Do you think the grade is fair? How would you rate it.
00:00 Bad News
01:02 November Rally
01:29 Small Caps need this to perform
01:50 Walmart rains on the parade
02:47 Walmart earnings
03:23 Dark Side of Higher for Longer
03:40 Banks
04:02 Deflation
04:55 Microsoft All-Time High
05:14 Making money to bleeding cash
05:44 Offensive move
06:12 Is it safe
06:41 When the Fed will cut
07:02 The Greater Fool
07:25 Report card
07:50 Cisco (CSCO)
08:22 Walmart (WMT)
08:50 Bleeding to death
09:59 Nvidia earnings
48 эпизодов
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