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I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan

RiskReversal Pod

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The Moment I Feel It in My Plums

Broadcom reports Thursday after the close. The implied move in the options market is about 12%. This is a $330 billion market cap company that is expected to move $30 billion in either direction on an earnings report. I think people are piling into this because it's cheaper with some similar sorts of exposure, Danny. But I'll play the long game here in terms of owning quality companies over a period of time.

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