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They Flee From Me with Stuart Sopp

RiskReversal Pod

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Apple's 5% Year Over Year Growth

Apple has become more expensive on the back of that earnings release and with the stock appreciation. This is a $2.45 trillion market cap company that is not pricing in, in my opinion, at this valuation any likelihood of a recession. My final trade was Apple sell in May and go away. And then I actually named checked you as the kids say, because I knew that if you were sitting in 26 B in the middle seat looking ahead, staring straight ahead, that if I had said that and you had your direct line to me it might have really torqued you.

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