MRKT Call: Inflation Cools, Stocks Heat Up
RiskReversal Pod
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The Role of Small Caps in the Market
Michael: I have a modest position that I have long RSP short at SPX. Names like NVIDIA, we have seen these types of valuations before and they didn't prove to be such exceptional investments. The bond market has been signaling or a session for a long time. And the commodity markets recently, people are sitting here saying, oh, great, inflation is coming down... But if you take a look at declining commodity prices, that is not usually a harbinger of good things to come economically.
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