Alfalfa Podcast cover image

75. MONEY | Bear Market Rally or New Bull? Playing the Finnicky Market

Alfalfa Podcast

00:00

Is Your Position a Net Short?

I think most investors are just like long only or net long. I think it's actually very uncommon to be like all in or all out, which is like your stock. Did you notice the three month and 10 year? Just started to invert. And so the two year and 10 year is kind of like a one that's talked about a lot,. The three month and10 year is the one that's most predictable of upcoming recessions. It's interesting that we're starting to see some of this macro data start to deteriorate. This shows up now. Like didn't UPS report like stellar earnings? I didn't see there's visa. Visa. Metas down 20% after

Transcript
Play full episode

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