The Flagship Pod

The Flagship Pod episodes

March 06, 2023 66: Going Meta
30 min
February 27, 2023 65: Hunting for Long Term Narratives
31 min
February 20, 2023 64: Finding Winners and Losers
29 min
February 13, 2023 63: Kicking off the AI Wars
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32 min
January 30, 2023 62: Hitting an Inflection Point?
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The team discusses some positive market news and looks forward to an immense week of earnings and Fed meetings.
26 min
January 23, 2023 61: Tech Titans Battle to be Layoff King
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A real mixed bag week ahead of the Fed meeting on the 31st. We discuss macro trends behind all these layoffs and why we're seeing more positive signs than negative ones.
27 min
January 13, 2023 60: Inflation is Cracking
We jump on the pod early to discuss the CPI and how inflation appears to be really slowing down. The next few weeks of earnings season will be critical--so let's use this to modify our 2023 outlook.
38 min
January 09, 2023 59: The Fed is Winning
After a not-so-relaxing holiday break, let's explore how the market is waking up to 2023 and how the back half of this downturn will take shape.
28 min
December 19, 2022 58: Jerome Powell Drops the Hammer
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We explore our 2023 outlook and discuss where the market can take Powell's brutally hawkish Fed comments.
32 min
December 12, 2022 57: Has Inflation Finally Peaked?
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34 min

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