In this episode I talk about:

Macro debrief: CPI, Core CPI, Michigan Consumer Sentiment

Earnings: NFLX, INTC

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In this episode I talk about:

Macro debrief: CB consumer confidence, JOLTs job openings, government shutdown

Earnings: NKE

Others: EA buyout, Open AI valuation

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In this episode I talk about:

Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer Sentiment

Earnings: MU, COST

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In this episode I talk about:

Macro debrief: PPI, CPI, Core CPI, Previous week labour market revisions

Earnings: ORCL, ADBE

Other: AAPL Event, Paramount and WBD rumours.

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In this episode I talk about:

Macro debrief: New Home Sales, CB Consumer Confidence, Michigan Consumer Sentiment, GDP, PCE and Core PCE.

Earnings:

- NVDA, DG

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In this episode I talk about:

Macro debrief: PMI (Manufacturing and Services), Jackson Hole, the path to rate cuts and how I am positioning myself.

Earnings focused on the consumer:

- HD, LOW, WMT

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In this episode I talk about:

- Macro debrief: Inflation numbers: both CPI and PPI, Retail sales

Earnings:

- MNDY, CRCL

- BLSH IPO

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In this episode I talk about:

- Palantir, their billion dollar quarter, strong growth, and lofty valuation

- AMD, China restrictions, mixed earnings, and thoughts on the future

- DIS, mixed results, strong turnaround in streaming growth coupled with weak traditional TV numbers.