The Stock Market Is Now A Coin Flip
00:00 Intro 01:30 Portfolio Update 04:40 The Coin Flip Market 10:20 Costco Earnings 18:38 Big Tech Valuations 28:14 Amazon Employees Want to Quit 30:44 I Don't Trust Sam Altman

00:00 Intro 01:30 Portfolio Update 04:40 The Coin Flip Market 10:20 Costco Earnings 18:38 Big Tech Valuations 28:14 Amazon Employees Want to Quit 30:44 I Don't Trust Sam Altman
00:00 Intro 01:10 Visa Sued By DOJ 16:40 Nike Gets A New CEO 21:57 Gen Z and Millennials are Doom Spending
00:00 Intro 00:57 The Market Reached an All Time High11:43 Amazon Makes Seller AI Tool13:59 Walmart Bypassing Visa & Mastercard16:00 Olive Garden Stock Jumps17:50 TikTok / Reel Finance
00:00 Intro 02:00 Cutting Interest Rates 09:20 Apple's Lower Demand 13:40 Chipotle Robot 16:15 Biden Closes Temu Loophole 17:57 How Nike Became Uncool
00:00 Intro 01:45 My Portfolios History 05:33 My Dividend Break Down 29:10 Adobe Earnings report 35:10 Uber and Waymo Team Up 36:25 Mastercard Buys Cybersecurity Company
00:00 Intro 01:30 Is Gen AI a Bubble? 09:15 Steve Eisman interview 13:44 Brian's plan for Starbucks
00:00 Intro 03:11 Google Will Recover 18:00 The Apple Event 25:18 Disney Leaked Data
00:00 Intro 02:35 Investment Philosophy 04:35 S&P Global 07:00 Mastercard 09:45 Costco 13:48 Texas Roadhouse 16:53 Moody's 19:35 Booking Holdings 22:10 Salesforce 24:32 VICI 26:54 Intuit 29:20 Microsoft 31:28 Canadian Pacific 34:00 Apple
00:00 Intro 01:55 Nvidia Earnings Predictions 15:10 Crowdstrike Earnings Predictions 18:15 Salesforce Earnings Predictions 23:04 Lululemon Earnings Predictions 27:41 Ulta Beauty Earnings Predictions 32:50 Costco in Japan
00:00 Intro 02:18 Rate Cuts Are Here 14:30 I'm Buying Intuit 20:22 Chick-fil-A Streaming Service
00:00 Intro 02:03 Top 3 Tech Stocks 15:23 Target CEO discusses earnings 18:00 Is Target Price Gouging? 23:18 Is Netflix Risky
00:00 Intro 03:07 Trimming Apple 05:51 Booking Holdings 08:30 Salesforce 11:27 Intuit 13:41 Disney Lawsuit 18:15 Carl Icahn Fined
The 10 best super investors have updated their portfolios. We take a look in this episode.
00:00 Intro 02:30 Starbucks New CEO 21:15 Home Depot Earnings 22:40 Intel Trades Below Book Value
00:00 Intro 01:17 Lululemon 08:15 Ulta Beauty 12:42 Disney 17:26 Airbnb 18:52 Celsius 20:32 Nike
00:00 Intro 02:48 Google Loses Monopoly Case 12:29 Airbnb Slowdown 17:30 Disney Streaming Profits 20:40 Microsoft and CrowdStrike blame Delta
Warren Buffett sold half his Apple stake and we're going through a broad market sell off.
00:00 Intro 04:50 Microsoft Sell Off 09:38 Google Earnings Analysis 12:53 Moody's Earnings 15:40 S&P Global Earnings 16:57 Texas Roadhouse Earnings 21:30 PayPal Earnings 24:15 CrowdStrike Lawsuit 35:10 Cancel Netflix Campaign
00:00 Intro 01:40 McDonalds 05:55 Sofi 09:20 PayPal 12:48 Microsoft 19:00 Starbucks 23:00 WingStop 24:17 Mastercard 26:00 Meta 30:45 Amazon 38:00 Apple 43:18 Booking Holdings
ASML, TSM, Netflix, Dominos, American Express report earnings this week. 00:00 Intro 02:50 ASML Earnings 08:35 Ally Financial Earnings 11:08 TSMC Earnings 16:00 Dominos Earnings 20:50 Netflix Earnings 25:28 American Express Earnings
00:00 Intro 01:44 The Potential Glut In Demand 13:37 The Current Set Up For NVIDIA 19:42 Insiders Selling, Not Buying 20:38 The Market Melt Up 23:00 Boeing Pleads Guilty 26:20 Paramount Merger
00:00 Introduction 02:34 Tom Lee Bull Thesis 14:46 Jeff Bezos Sells Amazon 17:17 Chipotle Portion Size Analysis 23:30 Sams Club Lowers Membership Price
My full portfolio performance so far in 2024. The EU goes after Meta. Redbox goes out of jail. And fund managers get a new excuse for underperformance.
Survey shows the majority of investors believe the market is at a tipping point. Five men were convicted of running a fraudulent streaming service. Apple is being fined by the EU again. Amazon's AI Alexa may be an additional subscription.
Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes with Disneyland. Apple has a problem in China.
00:00 Intro 02:25 How To Invest In This Bull Market 17:38 Surgeons General Warning For Social Media Companies 21:23 Adobe Is Deceiving Customers
Apple just introduced a new default position. We discuss the potential impact of this on this episode.
Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.
Roaring Kitty makes the case for gamestop. Netflix is sued. Apple's AI plan is leaked.
Yardeni president believes we're just getting started. A stock market error caused Berkshire to drop 99% in price. Roaring Kitty is making a big options play on GME. And Paramount is merging with Skydance.