RiskReversal Pod cover image

MKT Call 10/4/22: Stock Market Rally Gains Steam

RiskReversal Pod

00:00

What's the Best Case Scenario?

There's a scenario where maybe we did peak and you've been saying this for months now. I'm just not sure though that the worst case scenarios play out as it relates. You have to be long TLT thinking yields are going to go back down. I think you got to be short the dollar thinking the dollar is going to get crushed here. And I think yougot to be long specifically some of these high flying NASDAQ names thinking that all these names are going to get re-inflated.

Play episode from 15:36
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app