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Skupno trajanje:33 h 25 min
Barons Contrarian Cover | Negative GDP Details | Fed Rate Cuts? | Unemployment Was Fine | Sell in May? | S&P 500 After Near Bear Markets 1-Year Later
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34:55
Is The Bottom In? | Now They Change Their S&P 500 Targets | Apple Earnings Implied Volatility Expected Move |
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33:23
Economic Forecast Crowding | Gold ATH | High Yield Spreads Not Recession Levels | Flight to Quality Trades Not Working | No the VIX Is Not Predicting Actual Moves Still
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28:47
Market Bottom? | VIX Should Be 100 | Bond Market Yields Spike | Bitcoin and S&P 500 10 Day Volatility is Equal Wow!
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32:35
Sell Sell Sell | Tariffs | Nasdaq in Bear Market Territory | Buying Opportunity?| Don’t Make Emotional Decisions
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59:53
Back in Correction? | Recession? | Atlanta FED GDP Now | S&P 500 Index Year End Target Update | Useless Fed Dot Plots | 1 YR Stock Market Expectations Plummet | Implied Volatility
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41:58
Intra Year Drawdowns | LEI Leading Economic Indicator | VIX Index to Be Normal Soon? | Useless Fed Dot Plots
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38:18
Max Bearishness at a Bottom? | VIX Curve Inversion | Nvidia Rallies | Dollar Problem Solved? | Fear and Greed Index | Consumer Sentiment Indicator is Worthless
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35:58
Market Correction Turmoil | Don’t Panic | VIX Spikes | 3 Fed Cuts? | Atlanta Fed GDP Now Collapses | Tariffs | Listener Emails
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65:26
Investors Get Bearish |Nvidia Earnings | Implied Volatility Broadcom | Effective Tariff Increase | Mag 7 Correction
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35:11
Higher Jan & Feb Means Bull Continues? | Broadening Market Outside Mag 7 | Profit Margins Rising | International Outperforming | Nvidia Options & Earnings
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47:48
Bond Rates Staying Higher | Forward PE Multiples | Implied Volatility During Earnings | Nominal GDP vs 10 Year Yield
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36:46
Unemployment | MicroStrategy Volatility Too Low? | Tariffs Are Fine for Markets? | Inflation Expectations Shoot Up
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46:55
Tariffs | Market Fragility | Mortgage Rate Spread to Treasuries | Analysts Estimates Are Pretty Accurate
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42:59
Downside Protection is for Suckers? | Big Earnings Week | Percent of Time in Recessions | Bacon Egg & Cheese Inflation Index | Implied Volatility & Earnings
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38:46
Bitcoin Can’t Be This Easy? | S&P 500 Concentration Doesn’t Matter | Company Additions to S&P Performance | Implied Volatility Options Netflix Pre-Earnings
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56:14
It Matters When It Matters | Employment Too Good? | Interest Rate Problem? | Dollar Problem? | Earnings Still Good? | AI The 6th Great Innovation?
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62:04
Market Pullbacks Data | Yields Keep Rising? | Forward EPS vs PE Ratio | MicroStrategy Implied Volatility | 1 Fed Cut in 2025?
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43:43
2025 Predictions | Un-Inverted Curve | China Deflation Tariff Solution?| Bitcoin Quantum Problem?
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61:09
VIX Spikes as Market Has Tantrum | Fed Hawkish Cut| Inflation Not Getting to 2% | Dollar Index Breaks Out
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62:50
S&P 500 7000 By Year End 2025? | Multiples vs Earnings Growth | Inflation Still Too High? | Probabilities Calculated Using Options | Fair Share on Taxes?
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49:58
Hawk Tuah Crypto Scam? | United Healthcare CEO Single Stock Risk| Unemployment Breakdown | +29% S&P Years More Common| MicroStrategy vs. Bitcoin
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64:27
Markets Getting Overvalued? | MicroStrategy Convertible Bonds| 1st Year Presidential Cycle | 2025 Year End S&P 500 Targets Lazy?| MicroStrategy Option Volatility
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64:41
Nvidia Gets Cheaper?|Buying Bitcoin vs Michael Saylor’s MicroStrategy | Dominos vs. Google | Historical Post Election Markets | Morgan Stanley Says 6500 SPX in 25’
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53:45
MicroStrategy Market Cap vs Bitcoin | Valuations Getting Frothy ? | Yields vs Fed Cuts | Second Inflation Surge? | US Dollar Problem | Nvidia Options
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49:05
S&P 500 6000 | Bitcoin Strategic Reserve? | Why Bond Yields May Go Higher | Fed Rate Cuts Near All-Time Highs Bullish?
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59:27
Unemployment Bad News? | Markets After Elections | Earnings Beats | Trump vs. Harris Election Analysis
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93:09
Goldman Makes News With 3% S&P Target | Markets Too Concentrated? | What If Mortgage Rates Don’t Fall? | Gold Returns Examined
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60:55
Small Caps Get Their Day | Buffett’s Apple Blunder? | Bull Market Length | Nvidia Cisco Comparison | Netflix Options Volatility
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65:30
Where Markets Go After All-Time Highs by VIX Level | Crazy Earnings Estimates | CPI is Rarely 2% | Latest Interest Rate Probabilities
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61:40
VIX Too High at All-Time Market Highs? | Employment Surprises | Interest Rate Cut Expectations Drop| No More Port Strike | Technical Analysis on Markets
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48:50
S&P 500 Going to 7000? | NAV Erosion Myth | Fed HAS Cut Rates at All-Time Highs| China & Emerging Markets Surge | Answering Audience Questions
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55:29
Fed Goes Big | Market Performance After Rate Cuts | Election Volatility in VIX Futures Is a Crowded Trade | Year End S&P 500 Predictions
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51:16
Fed Decision Primer | CPI Disappoints? | Market Breakout or Breakdown? | Market Pricing in Too Many Cuts?
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37:18
Will There or Won’t There Be a Recession? | Size of First Fed Rate Cut?| Stocks Get Cheaper | Why VIX is Tough to Trade
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70:46
All the News is Out? |Nvidia Earnings Breakdown | Implied Volatility and Earnings for Nvidia | Is the Long Bond Trade Getting Crowded?
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34:28
Jay Powell & The “Good Ship Transitory” | Price Caps Proposed by Politicians | Huge Employment Revisions | US Dollar Breaking Down?
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43:17
Fastest Correction Ever? | VIX Index Collapse Post Spike| Will Fed Push Back on 50 bps Interest Rate Cut? | Latest CPI Inflation Analysis and Soft, Hard, or No Landing?
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49:52
Panic Overdone? | VIX 3rd Highest Spike Ever | How the Strategies Held Up | Short Volatility Trades
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46:37
Market Volatility | Yen Carry Trade Unwind to Blame? | High Yield Holds Up
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39:01