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Buying into Big Tech: Strategic or are we now the Greater Fool?
Manage episode 384712690 series 3415392
内容由David Nelson, CFA, David Nelson, and CFA提供。所有播客内容（包括剧集、图形和播客描述）均由 David Nelson, CFA, David Nelson, and CFA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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
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