Picking More Stocks (7/10/24)
TIMELINE:
0:00:00 - Introduction and recap of the last session
0:01:32 - Market updates and Federal Reserve commentary
0:03:07 - Discussion on watch lists and the investment process
0:37:14 - Analysis of Blackstone Mortgage Trust (BXMT)
0:53:46 - Corporate growth challenges
0:55:23 - Explanation of butterfly plays and portfolio strategies
1:21:28 - Gilead Sciences overview and watch list update
1:24:16 - Earnings season and new predictions
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