
Hedge Fund Tips with Tom Hayes - Podcast - Episode 218 - December 21, 2023
Hedge Fund Tips with Tom Hayes
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Analyzing the Recent Sell-off and Market Sentiment
The speaker discusses the recent sell-off in equity markets and the factors contributing to it, such as a weak treasury bond auction and low liquidity in holiday markets. They explore the sentiment among market participants and analyze indicators like the put call ratio to argue against a potential crash. The chapter concludes by emphasizing the importance of playing with the odds rather than relying solely on technical analysis.
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