Member webinar video library.
Watch Knox's webinar replay as he covers the Broad Market, Energy, Crypto, FAANGs
Timestamps:
00:00 – Broad Market
19:21 – Energy and Futures
23:17- Enphase
25:08 – FAANGs
29:38 – FAANGs and Tesla
32:29 – Bitcoin and Nvidia
34:00 – Ethereum
38:14 – Q&A
In this video, the IOF team discuss what they expect in the upcoming Q2 earnings reports plus the weakest/strongest positions in the portfolio. The team discusses the semi H2 rebound, IRA for solar, Google antitrust lawsuit, and how they are positioned going into the next earnings season.
Timestamps:
00:06 – Introduction (Beth)
02:13 – Portfolio Overview, the Market and Hedge Signals (Knox)
10:55 – Looking Towards H2 2023 (Beth)
16:41 – Trends for Q2 2023 and H2
22:25 – IRA = Margin Expansion and New Ideas: Pipeline
27:58 – IOF Portfolio Top Line and Growth
35:40 – IOF Portfolio Bottom Line and Valuations
40:19 – IOF Portfolio Margins and Earnings Revisions (Royston)
46:32 – Q1 Returns
48:00 – Conclusion (Beth)
53:06 – Q&A
In this video, the IOF team discuss what they expect in the upcoming Q2 earnings reports plus the weakest/strongest positions in the portfolio. The team discusses the semi H2 rebound, IRA for solar, Google antitrust lawsuit, and how they are positioned going into the next earnings season.
Timestamps:
00:06 – Introduction (Beth)
02:13 – Portfolio Overview, the Market and Hedge Signals (Knox)
10:55 – Looking Towards H2 2023 (Beth)
16:41 – Trends for Q2 2023 and H2
22:25 – IRA = Margin Expansion and New Ideas: Pipeline
27:58 – IOF Portfolio Top Line and Growth
35:40 – IOF Portfolio Bottom Line and Valuations
40:19 – IOF Portfolio Margins and Earnings Revisions (Royston)
46:32 – Q1 Returns
48:00 – Conclusion (Beth)
53:06 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, ENPH and BTC
Timestamps
00:00 – Broad Market
18:15 – Supporting Market
19:52 – Hedge Signal
21:14 – Microsoft
22:59 – Amazon
24:24 – Google
26:46 – Tesla
27:54 – Meta
31:52- Bitcoin
33:35 – Enphase
36:03 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, BTCUSD, ENPH, and NFLX.
Timestamps:
00:00 – Broad Market
06:15 – Banks/XLF
15:23 – Market Risks
23:32 – Enphase
25:13 – Netflix
26:26 – S&P500/FAANG
30:58 – Bitcoin
35:38 – Ethereum
36:35 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Hedge Signal, and Q&A.
Timestamps:
00:00 – Broad Market
14:07 – Supporting Charts
22:21 – Google
23:18 – Microsoft
24:22 – Futures
27:20 – Bonds vs the Fed
28:53 – Q&A
Timestamps:
00:00 – Broad Market
22:40 – Microsoft
25:06 – Google
27:10 – Amazon
28:11 – Netflix
29:04 – Tesla
31:18 – Meta
34:15 – AMD
37:25 – Ethereum
40:23 – Aehr
41:43 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, NVDA, BTCUSD, and TSLA.
Timestamps:
00:00 – Broad Market
24:10 – The Hedge Signal
26:31 – Nvidia
29:26 – Tesla
32:00 – Bitcoin
36:24 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, TSLA, NVDA and ENPH.
Timestamps:
00:00 – Broad Market
26:02 – Microsoft
27:00 – Apple
29:03 – Google
29:53 – Amazon
29:57 – Netflix
30:46 – Tesla
34:31 – Nvidia
36:22 – Enphase
39:23 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, TSLA, NFLX, NVDA, DDOG, and ENPH.
Timestamps:
00:00 – Broad Market
20:21 – Datadog
21:52 – Bitcoin
23:17 – Netflix
24:42 – Tesla
26:11 – Nvidia
29:56 – Enphase
33:08 – Q&A
