Share this postCopy linkFacebookEmailNotesMoreThe Rotation Report PodcastThe Inflection Show0:00Current time: 0:00 / Total time: -27:55-27:55Paid episodeThe full episode is only available to paid subscribers of The Rotation ReportSubscribe to listenThe Inflection ShowAaronDec 02, 2024∙ PaidShare this postCopy linkFacebookEmailNotesMoreShareHey there! I hope you had a great Thanksgiving weekend. If not - I hope it was at least better than Ryan Day’s.We’ve got a special Stock Show Episode this week.Business actually picked up on the ho…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inThe Rotation Report PodcastEverything is a cycleEverything is a cycleSubscribeListen onSubstack AppRSS FeedAppears in episodeAaronRecent EpisodesThe Rate Trade, Nvidia Wobbles And The Big Jobs ConspiracyJan 13 • AaronThe 2025 Picks ShowJan 6 • AaronThe Great Fed DebateDec 23, 2024 • AaronThe Stock Show: MAG7 WorldDec 16, 2024 • AaronThe Inflection ShowDec 2, 2024 • AaronThe Stock Show: Pissing Into A Nuclear HurricaneNov 25, 2024 • AaronNvidia Earnings And The Cabinet IslandNov 18, 2024 • Aaron