Episode Details
Back to EpisodesHORMUZ chokepoint: Tech Stocks still outperform
Published 4 weeks ago
Description
POST PUBLICATION CORRECTION: A sorting error in our source spreadsheet jumbled several data columns (John’s fault), so the numbers Joe states are inaccurate. While our overall analysis and takeaways remain completely spot-on, please disregard the individual figures mentioned.
00:00 Introduction
00:36 Tom Selleck shirt
01:39 Correlation is not Causation Follow up
05:00 News Headline Fears
06:30 S&P 500
08:43 NASDAQ
11:06 Technology Stocks
19:26 Copper Mines
20:10 Railroads
22:09 Heavy Equipment
24:28 Aerospace
25:27 SAAS
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