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Valentine's Day Edition: Cocoa Surges and Earnings Soar
In this conversation, Noah and Chris discuss various topics related to the economy and the financial markets. They start by analyzing the blowout jobs report for January and its impact on rate cuts. They also discuss the challenges of achieving a soft landing for the economy and the performance of the market, which has reached all-time highs. The conversation then shifts to earnings season and the performance of mega tech cap stocks. They also touch on Valentine's Day spending, the rise in cocoa prices, and the impact on electric vehicle purchases.
The conversation concludes with a discussion…
The skinny
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